Arete has been a pioneer in active management by combining reasonable fees with high active share and a low investment minimum. We currently manage a U.S. Equity Mid Cap Core strategy and offer that to individuals and institutions. Do you just need some help to get oriented? Whether you are just getting started or are seeking an extra opinion, leverage our expertise to help solve your investment challenges.
Arete Asset Management, LLC is an independently owned investment boutique focused on helping investors to invest better. Arete's vision involves the strategic application of technology to build knowledge and minimize costs while systematically avoiding conflicts of interest and other structural issues that can compromise the quality of its services.
Arete Asset Management, LLC is an independently owned investment boutique focused on helping investors to invest better. Arete's vision involves the strategic application of technology to build knowledge and minimize costs while systematically avoiding conflicts of interest and other structural issues that can compromise the quality of its services.
Services
All of the investment ability in the world doesn't matter if it doesn't help get you to where you want to be. We work hard to build and constantly upgrade our knowledge and understanding of the investment landscape and we also work hard to make sure that it reaches you in the form of better outcomes.
We at Arete believe that one of the greatest opportunities to improve the investment industry is to improve leadership.
Whether this comes in the form of more ardent efforts to serve the best interests of clients, more actively sharing the benefits of technology with investors, better avoiding ethical breaches, managing people better, or in other actions, there are plenty of opportunities to not just make investing a more socially useful function, but a better business as well.
Whether this comes in the form of more ardent efforts to serve the best interests of clients, more actively sharing the benefits of technology with investors, better avoiding ethical breaches, managing people better, or in other actions, there are plenty of opportunities to not just make investing a more socially useful function, but a better business as well.
Dave has been dedicated to the investment management business for over 25 years and has analyzed stocks across a wide variety of sizes and styles. Dave founded Arete in order to leverage his experience into a broader vision to re-imagine investment services.
Driven by a mission of helping people get the most out of their investing activities, a conviction in the power of technology to facilitate improvement, and a belief that the "origin of wealth" is knowledge, Dave is constantly challenging antiquated assumptions and exploring better ways to do things.
Driven by a mission of helping people get the most out of their investing activities, a conviction in the power of technology to facilitate improvement, and a belief that the "origin of wealth" is knowledge, Dave is constantly challenging antiquated assumptions and exploring better ways to do things.
When I decided to pursue investment management as a career, I did so not just to be challenged intellectually or to earn a living; I did so because I also wanted to help people. The landscape for investment services is complicated, confusing, and ridden with conflicts of interest. It can be very hard to find help - and to feel comfortable with services and advice being offered.
Our mission is to deliver an investment service of the highest quality. This involves high quality research, high standards of fiduciary duty, and high standards of service. In short, our mission is to do everything we can to make sure you end up better off through your investments with Arete. We treat the trust endowed us to manage your money as a great honor and responsibility.
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