• 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
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Investment Management

Investment Management

Diversify Your Portfolio

Arrowroot Family Office is here to help you maximize the returns and minimize the risks on your investment through calculated portfolio diversification.

 

We believe in allocating assets through a variety of outlets: whether it be individual stocks, bonds, commodities, mutual funds, or liquid alternatives. 

 

Our loyalties lie with our clients, so we will choose the best portfolio diversification that helps you reach your investment goals.

 

History and Management Team

 

Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives for some of the wealthiest families in the world. Arrowroot Family Office was designed with the goal of providing the family office approach to provide transparency, simplicity, and control for today’s entrepreneurs and industry leaders.

The firm was founded by the Senior Management of the Arrowroot group. AFO is proud to have a team full of industry leaders who are experts in their fields. Each member has 10+ years of experience and many hold CFA, CPA, and CFP certifications. Our management utilizes market research and market data to formulate comprehensive and precise investment portfolios for each client.

 

Investment Philosophy

 

Arrowroot believes in holistic financial planning, which is a top down approach that allows us to focus on your big picture goals, rather than a one-size-fits all approach.

 

Our investment philosophy boils down to 4 key concepts:

 

  • Holistic Financial Advice
  • Asset/ Liabilities/ Insurance/ Tax & Estate Planning
  • Practice Disciplined Investor Behavior
  • Focus on Best in Class Investments and After-Tax Results

 

Investment management services are designed to capture the most efficient risk-adjusted returns after controlling for taxes and fees utilizing the following vehicles:

 

  • Separately Managed Accounts (SMAs)
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Fixed Income Investments

 

Importance of Diversification

 

We would not be able to create an individualized portfolio or focus on our clients’ big picture goals without diversifying their portfolios.

 

Financial markets go through cycles of boom and contractions. Our advisors monitor these periods of growth and depression so that they can adjust your portfolio and see maximum returns.

 

Source: Corporate Finance Institute

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.

We know that investment Management can be a daunting process, but we will be there to assist you along the way and do the heavy lifting. At Arrowroot, our first and foremost priority will always be our clients.