ARETE ADVISORS

Overview

Arete Advisors is an independent registered investment adviser organized as a limited liability company that serves both individuals/families and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it lists pension consulting among its advisory activities. Its billing is flexible — charging a percentage of assets under management in addition to hourly and fixed fees — which allows it to accommodate both ongoing advisory relationships and project-based work. Investment activity skews toward pooled public funds, with a clear emphasis on mutual funds as the primary vehicle for implementing equity and fixed-income exposures. The adviser uses third-party managers for certain alternative allocations (notably real estate and managed futures) to bring tactical or uncorrelated return streams into client portfolios. The firm is not positioned as an ESG investor and reports no multi-state registration or newly formed adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices