Arque Advisors, LLC

The firm provides investment management and consulting to individuals, institutions, family offices and private investment funds, delivering both discretionary and non‑discretionary portfolio management and separately managed account services. Like most independent advisers, it generally charges percentage‑of‑assets fees and focuses on ongoing portfolio supervision and manager selection for client accounts.

Investment decisions are driven by a combination of proprietary models, technical charting and fundamental analysis, with certain model strategies evaluated daily and rebalanced weekly; the adviser also uses options (covered calls, straddles and outright puts/calls) as part of its risk‑mitigation toolkit. The firm expects elevated turnover in its incubated model strategies while maintaining longer‑term holdings in other mandates.

Distinctive for a firm of this scale, it incubates and sponsors pooled investment vehicles and serves in fund‑sponsor/consultant roles, including a multi‑strategy fund‑of‑funds and a closed‑end private equity vehicle — activities that are statistically uncommon among independent RIAs. Affiliated consulting and partnership entities support strategy development, fund administration and syndication, so the business combines direct client portfolio management with fund sponsorship and advisory services not typically found at similarly sized firms.