Arroyo Investment Group
Full-service financial planning and GIPS® compliant investment management for a more 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.
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.
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.
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/
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