Arrowroot Family Office in Virginia

We offers the best investment management services in the state

Arrowroot Family Office in Virginia offers the best investment management services in the state.

Our advisors’ primary goal is to maximize the returns and minimize the risks on your investment through deliberate portfolio diversification. We prioritize you in the investment process and diversification is the driver to help us get to your goals.

 

AFO’s investment management services are designed to capture the most efficient risk-adjusted returns after controlling for taxes and fees. We employ Separately Managed Accounts (SMAs), Exchange Traded Funds (ETFs), Mutual Funds, Hedge Funds, Private Equity, and Fixed Income Investments. Our customized asset allocation is designed to balance each client’s specific risk tolerance, time horizon, and desired rewards.

The U.S. Stock Market is at the center of our portfolios because domestic equity is:

  • Widely accepted as the most efficient marketplace in the world
  • Allows us to focus on a cost-effective, after-tax perspective
  • Qualifies taxable accounts that may generate tax benefits that typically add 1-2% of excess return each year

 

We then compliment each portfolio by adding less efficient markets such as:

  • Small-capitalization equity
  • Fixed income
  • International equity.

We do this because less efficient stock and bond markets are opportunities for alpha generation and we believe in assuming risk only when it is properly rewarded.

At the core of our investment portfolios is the U.S. Stock Market. This is because domestic equity is widely accepted as the most efficient marketplace in the world. We complement our portfolios through the addition of less efficient markets like small capitalization equity, fixed income, and international equity. We do this because less efficient stock and bond markets are opportunities for alpha generation.

 

From our broad asset categories, we further refine them into asset classes which are used to create a broadly diversified portfolio that efficiently captures your desired risk tolerance. Diversification is very crucial to each portfolio and allows us to help you reach your goals.

 

At AFO Michigan, we recognize that investment Management can be a daunting process, which is why we are determined to do all of the heavy lifting along the way. Our first and foremost priority will always be our clients.

Mark McCarron, CFP

Managing Director

Mr. McCarron joined Arrowroot Family office in 2020 after founding and operating the independent advisory firm Bond Wealth Management, a comprehensive advice and investment management company. Prior to Bond Wealth Management, Mark worked in Credit Default Swap and Corporate Bond credit trading in New York City.

 

A Virginia native, Mark now lives in Charlottesville with his wife, Ashley, and their Labrador retrievers. He received a degree in Systems Engineering from the University of Virginia in 2005, holds the CFP® designation from the CFP Board, and is recognized by the National Association of Personal Finance Advisors (NAPFA). His insights on financial planning have been featured in the Wall Street Journal, USA Today and WalletHub.

Your legacy and your value

We have sufficient knowledge and experience in all kinds of estates (mini, medium, or large).

We pay attention to every detail of your preferences.

Your goals and aspirations are our primary concern, and we, therefore, guide you to maneuver through the whole process.



Our Services

Estate planning is vital to eliminate doubts, uncertainties, and disagreements that usually greet the death of a person without an estate plan or will.

To avoid this, a good succession plan is inevitable.

Our services include

Financial Advisory Function

As renowned financiers, we stand in a fiduciary relationship with our clients and provide adequate information for reliance. We are responsible for the results of all plans and investments made based on our advisory functions. Hence, we take the utmost duty of care in all our dealings.

Financial planning

We manage your budgeting through effective control of your portfolios. One of the reasons people invest is to save against the time incapacitation sets in. Other than death, one may be incapacitated by an illness or old age, which may degenerate into forced financial dependence. Adequate planning and management would prevent this.

Investments

Good management of your portfolio means a good investment and excellent yields. We manage your wealth for proper multiplication. It is one of the most straightforward jobs for us to do.

Estate Planning

A good plan for the future starts from the present. We will take adequate care of your estate planning according to your demands. We provide advice that yields excellent results and takes proper care of your estate.

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CALL TO SPEAK TO MARK TODAY

(434) 333-0820

Our goal is to preserve your resources to avoid wasteful spending and guarantee lifetime financial insurance. Your portfolio is of esteemed importance to us and which we diversify for efficient holding and security. We employ technological tools in our modes of operations and involve strategic planning for scoring you a perfect estate plan.