Arcvest, LLC

Overview

Arcvest, LLC operates as a small, fee-based investment adviser focused on individuals and families, with portfolio management services for individuals and small businesses and a practice that includes publishing periodicals or newsletters. The firm leans toward equity-driven allocations; exchange-traded equities make up the largest single slice of its reported assets. Investment activity emphasizes discretionary management under a percentage-of-AUM fee model and a preference for liquid, exchange-traded exposures rather than complex or highly illiquid strategies. Arcvest is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices