Wealth management based on results, not promises.
Few financial advisors report their investment results, but you deserve to know. Learn how our GIPS® compliant investment management and financial planning help you create a more confident future.
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.
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/
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
Wealth Management: Do You Need a Second Opinion?
If you’ve got a big health decision to make, you usually get a second opinion. If it’s standard practice for your physical health, shouldn’t that concept also apply to your financial health?
Los Angeles Financial Planning: Don’t Forget to Take Your Property Tax Base with You
If you're a Los Angeles homeowner with a low property tax bill, there's a unique law that allows you to take your low property tax base to your next home. Learn how in this article.
Financial Planning for Los Angeles Residents: Dealing with the SALT Tax Limitation
If you're a Los Angeles resident, the new state and local tax limitation (SALT) is probably going to impact your finances. Learn what might help you minimize the impact in this article.
