Harrison, AR Office

Three Sixty works with individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm provides comprehensive wealth management that combines discretionary investment management, financial planning, custom business consulting, and retirement plan advisory services.

Portfolios are custom‑constructed with a primarily long‑term focus using fundamental analysis and a mix of institutional mutual funds, ETFs, individual securities and other instruments; accounts are managed on a discretionary basis with at least annual reviews and adjustments for changes in goals or market conditions. The firm also offers advanced planning services—such as Social Security timing and Roth conversions—and may hold or trade positions short‑term when needed for rebalancing or client objectives.

Three Sixty’s brochure discloses an affiliated insurance entity, Three Sixty Insurance Group, and that advisory personnel are licensed insurance agents who may receive commissions on insurance products they recommend, a potential conflict of interest the firm discloses. The firm further emphasizes business‑owner services and family‑governance topics (succession readiness, family councils, capital solutions) and serves as an ERISA 3(38) retirement plan fiduciary, combining individual wealth management with business and plan‑level advisory offerings.