Arrowroot Family Office

Tailored and transparent family office services

First Time Home Buyer

A common question we hear from clients is “What are the wealthy investing in?” or something along the lines of “What’s the secret?”. Well the long and short of it is there is no secret sauce to investing, but there are quite a few sauce options! We will review some of these options and see how the wealthy are taking advantage of these opportunities.

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What are the Wealthy investing in?

A common question we hear from clients is “What are the wealthy investing in?” or something along the lines of “What’s the secret?”. Well the long and short of it is there is no secret sauce to investing, but there are quite a few sauce options! We will review some of these options and see how the wealthy are taking advantage of these opportunities.

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Trusted Software and Service Providers

Best in Class

Investment Managers

We are fiduciaries – we act in your best interest

Leveraging our suite of software and our open investment architecture, we invest with best in class investment managers.

Nobody knows where markets will be in the next 6 months, 5 years or 25 years, but constructing a prudent portfolio alongside best in class managers focusing on the elements of investing that we can control – fees, behavior and taxes, best prepares us for whatever comes our way.