Arete Advisors

Overview

Arete Advisors is an independent registered investment adviser organized as a limited liability company. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets, hourly fees, and fixed-fee engagements. Arete does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm lists an affiliation with an insurance company and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives