Investment Management

We start by listening.

All of our portfolios are custom tailored to fit your lifestyle and goals.

Truly Independent Investment Management

As a fee-only advisor, our only concern is client satisfaction.  We deliver personalized investment management centered solely on you, the client.  Arrowhead Investment Advisors’ investment strategy is focused on building diversified portfolios of individual stocks and bonds, exchange-traded funds and actively managed mutual funds that match our clients’ risk comfort level and long-term investment goals.  

The Fiduciary Standard Is Our Standard

Fiduciary duty is at the heart of everything we do in our partnerships with clients—we put your best interests first, period.  We firmly believe that investors deserve to work with a trusted professional investment advisor who will help them grow and protect their wealth over time without being beholden to third-party commissions, incentives or interests.  Our first and only loyalty is to our clients.  Since inception, we’ve been a fee-only investment advisory firm.  We are only paid by our clients, never by a third-party. 

Signs Of A Sound Advisor

What We Don’t Do:

• We don’t accept payment, fees or other bonuses to invest in certain products or securities.

• We don’t charge a performance fee.

• We don’t sell insurance.

• We don’t impose gates or restrict your access to your money.  Nor do we charge any redemption fees.

• We don’t invest your assets in hedge funds, private equity, non-traded REITS or other non-liquid, high-cost partnerships.

• We don’t hold your assets in a proprietary account. Your assets are held with a large, reputable custodian such as Charles Schwab.

• We don’t use proprietary investment vehicles. All of your investments are made in transparent, regulated, liquid securities such as stocks, bonds, exchange-traded funds, mutual funds and various cash instruments.