Arroyo Investment Group

Full-service financial planning and GIPS® compliant investment management for your most confident future

Few financial advisors publish their investment track records, but we do.  Learn how our transparent, fee-only wealth management helps you achieve your financial goals.

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Arroyo Investment Group In The News

Fully Accountable to You

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.  And you need to be kept fully informed.  That’s why at Arroyo, we provide independently verified, GIPS® compliant reporting.  This way you always know how good a job we are doing for you.

Why We’re Different

Active investment management

High-performance investment management to control risk and help you achieve your goals

GIPS-compliant

Full-service financial planning and ongoing support to save you time and help organize your financial life

performance

GIPS®-compliant investment reporting, so you have the information you need to evaluate our performance

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

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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.

pasadena asset management

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

college financial planning

Financial Planning for College: Start Saving with Tax-Advantaged Accounts

Saving for your children's education may be a challenge, but that doesn’t mean it isn’t doable. For best results, start early and use tax-advantaged accounts.

24-Jul-2019
GIPS® Compliant Investment Cupcake

Financial Advisor John Odell, CFP® named Pasadena’s Face of Wealth Management

In its most recent issue, Pasadena Magazine has named John Odell of Arroyo Investment Group the face of wealth management for the Pasadena area.

15-Jul-2019
financial planning for college

Financial Planning for College: How Much Do You Need to Be Saving?

While most people recognize the importance of saving for their child's education, many simply start saving without a specific goal. Learn more about costs and strategies in this article.

26-Jun-2019

whos managing your money financial advisory firm pasadena ca

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