Services
ArchCap
Investment Advisory and Management
ArchCap offers both discretionary portfolio management and investment advisory services. Under the discretionary model, we will take care of the day-to-day portfolio management – busy clients benefit from this model as they do not need to worry about constantly monitoring their investments or being burdened by administrative responsibilities – we will do those for you. With our investment advisory services, clients get access to high-quality investment ideas but retain complete control over authorizing trades – we will always obtain your consent before placing any orders on your behalf.
Our services under both models will be personalized to you and your family. We will seek to understand your lifestyle, current financial situation, return expectations, risk tolerance and long-term vision before creating an investment portfolio that is tailored to your specific needs and objectives.
Assessing Your Investment Goals
- Is your key concern for your portfolio growth, preservation or steady cash flow?
- What is the time horizon for your investments?
- Are you concerned about short term volatility in your portfolio?
- How do you measure success for your investments?
- Ultimately, what do you want to achieve with the success of your investments?
Optimizing Asset Allocation
A diversified portfolio protects against market shocks and allows wealth to amass across different economic environments. ArchCap employs tried-and-true asset allocation principles to mitigate risks in your portfolio and bolster the efficacy of your investment strategies.
We will construct an investment mandate that will address your requirements for income, growth, or both while protecting your downside risk in adherence to your stated risk tolerance.
Ongoing Monitoring and Review
As your trusted partner, ArchCap commits to safeguard your family assets vigilantly. We construct each portfolio with the utmost care, but that is not where our work ends. In today’s rapidly changing environment, effective asset management requires the ability to stay dynamic and nimble in the face of unexpected events – we perform ongoing monitoring on your investments and market conditions to align strategies, assess and respond decisively to risks, and seize tactical opportunities when there are dislocations in the market.
ArchCap will conduct regular reviews with you to keep you updated on your portfolio performance, our outlook on the market, and exciting private placement ideas. Our portfolio managers are each available to meet with you as you need to discuss your accounts or any other financial issues that we can provide our assistance with– as your family office manager, ArchCap is with you on this journey to build your multigenerational legacy, and we make it a point to stand by you every step of the way.