Working within a partnership model, our seasoned professionals work closely with clients to identify investment solutions that meet their objectives through all market environments.

ARS Focused ETF Strategy

Investment Strategy

The ARS Focused ETF Strategy utilizes ETFs to express our views consistent with the ARS Outlook. The strategy concentrates on sector, industry, and subindustry ETFs that we feel provide the greatest exposure to our highest-conviction secular trends. Our conviction is expressed through 8 – 10 ETF investments.

Form ADV

Our Strategies

A differentiated range of investment strategies

Our team of seasoned investment professionals work collaboratively to develop and deliver high-conviction, low-correlated strategies designed to help clients achieve their financial objectives.

Fixed Income

ARS Core Fixed Income Strategy

Equities

Alternative Investments

Long/Short Equity Strategy

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