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Investment Management

Like everything else in our process, our Investment Philosophy operates hand in hand with Financial Planning. It all starts with how to you get from Point A (let’s say a two-income family in their 50s) to Point B (full retirement at age 67 – living on several income streams). How much risk does one need to take to accomplish this? What is the backdrop of the market & economy over your retired years?

Ultimately – your retirement savings either becomes a paycheck or is passed on to others. But – what happens between your Point A…and you Point B is expressly yours. Your investing strategy should be intertwined with your financial plan – and here is how Arsenal helps with investment management:

Strategic Asset Management

  • Curated, diversified, investment objective oriented portfolios which range from Income with Capital Preservation to Growth.
  • Appropriate for clients with $250,000+
  • Fiduciary, fee-based investing
  • Advisory Fees range from 0.50% to 1.50%


Model Wealth Portfolios

  • Investment Objectives range from Income with Moderate Growth to Aggressive Growth
  • Appropriate for accounts from $25,000 to $250,000
  • Advisory Fees range from 0.50% to 1.15%
  • Fiduciary, fee-based investing
  • LPL Financial and/or Strategists Fees May Apply


Guided Wealth Portfolios

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
  • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.