Charlotte, NC Office

Arimathea works with individual and high‑net‑worth clients as well as trusts, estates, pension and profit‑sharing plans, corporations, and employer plan sponsors, offering asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers. The firm also operates a digital advice platform called PuriFi with Core (digital only) and Premium (advisor access) tiers and sponsors a wrap‑fee program for clients who choose that option.

The firm’s investment process explicitly incorporates elements of Catholic social teaching into its screening — including human dignity, family values, protection of life, and environmental stewardship — and it uses signaling arrangements and sub‑advisory relationships to inform portfolio construction and stay current on ethical and market developments. Arimathea offers individualized portfolios and permits reasonable client restrictions while combining traditional advisor‑led services with a digital, tiered delivery model and periodic promotional or beta pricing for the platform.

Notable distinctions include formal affiliations with other registered advisers and asset management entities and the firm’s role as sub‑adviser to an affiliated exchange‑traded fund (the Arimathea Catholic Core Bond ETF, ticker SHRD), arrangements the brochure discloses can create conflicts of interest requiring disclosure and oversight. For a firm with roughly $39.9 million in regulatory assets under management, four advisors, and a small client base, Arimathea’s mix of institutional offerings (retirement plan consulting), a sponsored wrap program, paid seminars/speaking engagements, and affiliated sub‑advisory relationships is atypical among peers.