A dramatically better
approach to wealth management

With independently verified investment results, fiduciary service and a simple, all-inclusive fee structure, learn how Arroyo Investment Group can help you create a better future.

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Pasadena, CA-based fee-only financial advisors serving Los Angeles and Orange County and beyond

Is Your Financial Advisor Good at their Job?

You pay your financial advisor to manage your money. Don’t you deserve to know how good they are at it?

Sounds simple, but the vast majority of advisors don’t share their long-term investment returns. Instead, most invest your money passively and your portfolio tends to rise and fall with the general market.

At Arroyo, we don’t agree with this approach. You deserve investment management that keeps your money working for you through all markets and economic cycles. When you’re paying a professional, you shouldn’t have to “ride it out” or wait years for your savings to recover.

The investment management industry shortchanges individuals by focusing on brands and emotions instead of the things that really matter to your financial future: transparency, low fees and consistently strong investment returns. We built Arroyo because we believe you deserve more.

~ John Odell, Co-Founder, Arroyo Investment Group

Did You Know?

Only about 1,600* firms in the entire world provide
independently-verified investment results.

The vast majority of these firms work with corporations and institutions, who demand this information, not individuals.

At Arroyo, we believe we should be held accountable, so we voluntarily provide GIPS® compliant, independently verified investment results.

*current as of March 23, 2016, per CFA Institute report; https://blogs.cfainstitute.org/marketintegrity/2016/03/23/74-of-top-100-global-asset-management-firms-claim-gips-compliance/

 

View Our Track Record

Why Choose Arroyo Investment Group

Maximum Transparency

As financial advisors, we believe we are responsible to generate good investment returns for you. However, very few firms are willing to be transparent about their long-term performance record. We are, and in fact provide you with independently verified results, so you always know if we’re doing a good job for you.

On Your Side

We are a completely independent firm. We accept no commissions from the sale of products.

Our loyalty is only to you.

Committed to Superior Results

We believe our job is to make your money work harder for you, as well as protect it so you can sleep soundly at night. So, we provide active management designed to produce gains in rising markets, but limit your losses in falling markets.

Full-Service for One All-Inclusive Fee

We provide full support to help with all aspects of your financial life, for one all-inclusive, reasonable fee. This way you can contact us anytime you need us, without worry of getting a surprise bill.

Arroyo Insights

Easy ways to increase your income in retirement

Four Easy Ways to Increase Your Income In Retirement

Retirement planning today is not what it used to be. Decades ago, retirees could simply shift their investments into fixed income, which historically paid higher rates of interest. While it's not so easy today, fortunately there's still a few easy ways to earn more.

10-May-2018
Cupcake with a sparkler

Arroyo Investment Group Celebrates Ten Years of GIPS® Compliant Investment Results

At Pasadena-based Arroyo Investment Group, we’re celebrating a significant milestone:  ten years of generating GIPS® independently verified investment results.

03-May-2018
robo-advisor or human financial advisor

Robo-advisor or Human: Which is the Best Financial Advisor for You?

When it comes to hiring a financial advisor, you’ve got a lot of choices today. In addition to a multitude of firms staffed by human advisors, you have a new choice: a robo-advisor. Learn which type of advisor is best for you.

11-Apr-2018

Wondering what you need to know about your financial advisor’s track record?

Find out with our free eBook.

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