Business Principles, Tools, and Techniques in Participating in Various Types...
Arcis wm master 1
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2. Arcis Wealth Management
Arcis Wealth Management is a comprehensive, independent, objective financial advisory and investment
consulting firm. Arcis is built on the pillars of fiduciary duty, meaning the client comes first. We hold ourselves
to the highest standards of professional conduct and integrity in all that we do. By following these principles we
hope to foster mutually satisfying, long-term relationships.
Fiduciary
Arcis acts as a fiduciary to its clients’ portfolios in all three of
our core practice areas–Employee Sponsored Retirement Plans,
Foundations & Endowments, and Private Wealth Management.
Independence
As an independent firm, Arcis is
free to explore all available options
in order to select and provide the
best solutions for clients without
biases or conflicts of interest. Arcis
is committed to the success of its
clients and decisions are made
exclusively based on merit and
consistency with client’s overall
strategy.
Transparency
Fees are based on a percentage
of assets we manage for our
clients and are not based on
the use of one investment
option over another.
Accountability
At the heart of our advice is an
engagement model that provides
each client with the same high
standard of care, service, support
and execution. Our goal is to
make every effort to ensure that
we deliver upon the principles we
hold and the impact we hope to
achieve.
In Latin,
Arcis means
“Stronghold”
2 | arciswealthmanagement.com
Firm Overview
4. Creating a successful investment strategy can be similar to playing chess. Choices made in the
near-term can often have lasting effects that change the game over the long-run.
Open Communication
Clear and understandable
communication with our clients is
the fundamental core principle that
Arcis Wealth Management was built
upon. As fiduciaries, we are legally
bound to serve our clients interests
before our own. This fact enables our
clients to speak freely regarding their
investment goals and ask questions
without hesitation. Our consultants
take the time to discuss addressing
concerns clients have and ensure
a comfortable level understanding
before moving forward.
Experienced Staff
Our consultants possess extensive
investment experience from some of
the leading firms in financial services.
They all share the view that learning
and education is an on-going process
that never stops. The majority of our
consultants have acquired or are
working toward multiple advanced
degrees and industry-recognized
certifications simply because they
passionate about investing, Each one of
them brings that same passion into the
relationships they build with our clients.
When planning each move you must consider the immediate outcomes of your choice,
carefully weighing it with several possible outcomes. You need to consider how your plan will
be affected down the line, or you may quickly find yourself at the mercy of your opponent.
Building a partnership
When you choose to be a client of Arcis
Wealth Management, you aren’t just a
number. We practice teamwork on a
daily basis, and believe that cooperation
leads to the best chance for successful
outcomes.
“At Arcis Wealth Management, we take a very practical
approach to investing with our clients from the beginning.”
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Our Approach
6. Arcis Wealth Management
is committed to delivering
services that exceed
client expectations.
We place the
client interests
first, and our
own interests
last.
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7. By providing them a strategy to achieve
their financial goals, our clients can make
their financial decisions with confidence
and peace of mind.
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