A complete list of active advisors currently associated with Arrowhead Asset Management

Warmer can help you find a great advisor at Arrowhead Asset Management or one who fits your needs even better.

Arrowhead Asset Management is a fee-only money manager that provides portfolio management and financial planning for individuals, families, small business owners, and an institutional retirement plan serving higher-education professionals. The firm accepts non–high-net-worth individual clients and offers portfolio management services to individual accounts, which is uncommon among firms in this category. The firm primarily manages client accounts on a discretionary basis and tailors allocations to clients’ goals and risk tolerance, using technical analysis complemented by fundamental analysis and daily monitoring. Strategies vary by objective from passive, fixed-income and index-oriented approaches for capital preservation to active equity, ETF, mutual fund and occasional options strategies for growth, and the adviser allows client-imposed investment restrictions and applies concentration limits. Distinctive features include charging advisory fees as a percentage of assets under management (rather than atypical fee models used by many peers) while not acting as a private‑fund adviser, even though private placements may be recommended only rarely. The firm also emphasizes socially conscious investment screens in its selection process, routinely recommends a single custodial platform for execution and custody, and operates as a long-established sole proprietorship.

To learn more about the advisors currently working at Arrowhead Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.