Engagement, experience, and ethics

It can be difficult to know what criteria to use when evaluating potential advisors. We believe people should consider three criteria when evaluating advisors: engagement, experience, and ethics. At Arrow Investment Management, we understand the need for a personal, and consistent relationship with our clients. You are leaving your life savings in our hands, and we take that commitment seriously. Here is what separates us from other financial advisors:

Woman looking back at photographer with leaves on the ground.

  • Arrow only uses Certified Financial Planners®

    • We demonstrate ethics to our clients by only using CFP® professionals, which must be fiduciaries that have taken ethical commitments to make decisions only in their client’s best interest.

    • There are rigorous experience and education requirements to become a CFP® professional. They complete testing in seven principle knowledge areas including investment, tax, estate, insurance, financial, retirement, and education planning.

  • We foster engagement and collaboration with our clients

    • We are always available 24/7 to engage with our clients and service your account and address your needs. No request is too large for us to handle.

    • Comprehensive goal-based financial planning is provided for free while you’re invested with us.

    • We engage with our clients with regular performance reports, financial planning tools and recommendations, and retirement, estate, and tax plans to help build wealth.

  • Our portfolios and financial plans are custom made for you

    • Many firms outsource their portfolio management and use cookie-cutter allocations. We use our experience and research process to build a custom portfolio designed for your goals and interests.

    • All our financial planning recommendations are tailored to your needs, and custom-made to optimize your lifestyle goals.

 

The Arrow process

  • Step 1: Initial consultation. Honest discussion about your goals, financial strengths and weaknesses, risk tolerance, and liquidity needs.

  • Step 2: Gather data. Organize and collect information on your tax situation, investment accounts, estate documents, insurance policies and more.

  • Step 3: Analyze and recommend. Analyzing your data with our planning models to present you with custom recommendations.

  • Step 4: Implement the plan. We will leverage our resources to help put your plan into action.

  • Step 5: Monitor and update the plan. We collaborate with you in an ongoing capacity to update and revise your plan over time.