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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2008
- Office Locations
- 1
Office Locations
About Arete Asset Management, LLC
Areté Asset Management is a fee-only, investment-only RIA led by David Robertson, CFA. The firm manages separate accounts for individuals and families, using active, research-driven asset allocation that dynamically shifts exposures across ETFs, mutual funds, stocks/ADRs and other public securities to compete with 60/40 and target-date approaches. Custody is typically at Altruist (or the client’s custodian), with fees billed after services and direct access to the founder.
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Investment Themes
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Owner & Executives
DAVID GARY ROBERTSON
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4537814
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,771,341 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,771,341 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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