Investment Management the Efficient Way
Arrowroot Family Office’s investment management services are specifically designed for ultra-affluent families and any related institutions. We strive to enable you to allocate capital to the personal, social, and familial motivations that are most important to you. It is not a secret that life and capital markets are ever-changing, and our advanced tools and our interactive process promotes flexibility while anticipating any unexpected obstacles. Our investment management solutions enable families to assess tradeoffs and make well-informed decisions about their investments. Our firm’s system provides intelligent reporting to help you understand the role, purpose, and return of each asset in your strategy.
Ensuring Your Peace of Mind
At Arrowroot Family Office, we have the strategy and the technology to make your investment management solutions as effective as possible – but without the right advisor to sit down and analyze the solutions, your investments may not be managed to their full potential. Each of our financial advisors have several years of experience in developing and monitoring a variety of investment management strategies for an array of clients with differing circumstances. A history in the financial services industry can only help your portfolio construction by providing a higher level of certainty towards your goals and needs, and with a trusted advisor by your side, we can also give you the peace of mind you need to feel confident in your investment solutions.
Investment management involves devising long-term and short-term plans to acquire and dispose of portfolio holdings. It also includes activities such as budgeting, banking, and tax services. Investment managers, also known as asset managers, are responsible for making clients’ money grow in order to help them achieve financial aspirations and goals. Investment managers also provide holistic advice on insurance, cash flow management, and estate planning. The main investment management services include stock selection, analysis of financial statements, asset allocation, and portfolio strategy.
The main Objectives of Investment Management
Importance of Investment Management
Potential for Higher Returns
To Meet Financial Goals
To Outperform Inflation
Provides Regular Income
Solves Financial Circumstances
Advantages of Investment Management
To earn a steady income
To grow money
Minimizes Tax Burden
Types of Investments
Mutual Funds and ETFs
Retirement planning involves determining income goals, risk tolerance, and necessary decisions to save for the future. Saving for retirement provides regular income for people in the future after retirement. After retirement, the way individuals manage their income creates a difference between living a comfortable life and running short of money. Individuals can save for retirement by purchasing stock or bonds to sell in the future after retiring.
How Can Arrowroot Family Office help you with Investment Management?
Arrowroot Family Office helps organizations in maximizing returns and reducing the risk of investment by improving portfolio diversification. Arrowroot focuses on allocating assets through different outlets, either individual stocks, bonds, liquid alternatives, and mutual funds. By choosing the right portfolio, Arrowroot helps individuals and organizations to reach investment goals. Arrowroot Family Office believes in four main investment management philosophies: Holistic financial advice, after-tax results, practice disciplined investor behavior, and tax and asset planning. Holistic financial planning considers all aspects of financial and personal life before creating the best plan for the money. It looks at where individuals are today, where they want to be in the future, and how to get there. Arrowroot consists of a team of holistic financial advisors who advise business owners and individuals on pensions, insurance, and investments.
Arrowroot Family Office helps entrepreneurs and individuals earn a high after-tax rate of return. After-tax return is the profit that investors generate deducting taxes. After-tax return helps individuals determine their earnings and the share that they need to put into an investment. Arrowroot Family Office also promotes practice disciplined investor behavior to improve diversification in investments. Investors get a clear notion on asset allocation and portfolio management to achieve the main objectives of investing, to save or grow money. Arrowroot financial advisors help investors in asset planning to keep track of all their investments for better returns. Investment management services help capture the most efficient ways of reducing tax burdens and saving enough money for future personal and financial needs.