ARROWHEAD ASSET MANAGEMENT

Overview

Arrowhead Asset Management operates as a sole-proprietorship advisory practice serving individual and family clients with a fee model tied to a percentage of assets under management. The firm focuses on portfolio management for individuals and small businesses, running fully discretionary mandates. Its stated investment preference is equities, with the manager allocating the single largest slice of client capital to exchange-traded equity positions. Arrowhead does not flag itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Investment activity centers on liquid, exchange-traded instruments and traditional packaged products such as mutual funds and annuities. The firm’s scale and client mix suggest a hands-on, personalized approach to portfolio construction rather than a platform-driven model; strategies appear oriented toward direct equity exposure supplemented by more conventional asset classes and commodity exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices