WealthArch Unique Benefits
How We’re Different
Thorough Investment Analysis
We scrutinize each quarterly and annual report, listen to quarterly earnings calls, review the proxy statements, and keep track of ongoing company/industry events and disclosures.
Proven Investment Strategy
We patterned our investment philosophy and strategy after some of the greatest investors in history: Warren Buffett, Charlie Munger, Ben Graham, Seth Klarman, Phil Fisher, Don Yacktman, Mohnish Pabrai, and more.
We communicate our thoughts on each investment at least once every quarter. We’ll immediately tell you our thoughts and conclusions after quarterly results are announced and other significant news and events. We don’t know anyone else in the industry that provides this level of transparency.
Partnership & Coaching
Our money is invested just like yours. If you make money, we make money. If you lose money, we lose money. At no extra charge to you, we help you learn more about investing, and conduct a comprehensive review of your situation, so together we can build a strong foundation for your future.
WealthArch clients get far more than portfolio management. Our 1% annual fee (industry standard is 1%-1.25%) is a great value considering all of the meticulous research, educational communication, unlimited client meetings, and free personalized third-party 401(k)/ETF/mutual fund advice.
If you are unhappy with our services for any reason, we will refund your most recent quarter’s advisory fee. Learn more about WealthArch’s Fiduciary Guarantee.