ARIMATHEA

Overview

Arimathea is an independent registered investment adviser that focuses on serving individuals and family clients with a mix of financial planning and discretionary portfolio management. The firm combines fee-based AUM billing with hourly advisory work and conducts educational seminars and workshops as part of its outreach. Advisory coverage spans individual and small-business portfolios as well as portfolio management for businesses or institutions, indicating a practice that straddles personal wealth management and select institutional relationships. Investment posture is conservative at the account-aggregate level: roughly three-quarters of reported assets sit in cash and cash equivalents, which points to either a liability-driven liquidity posture for clients, a tactical cash reserve approach, or a transitionary allocation while positioning assets into longer-duration holdings. Arimathea does not identify as an active ESG investor. The firm engages third-party managers for alternative strategies and uses mutual funds for core exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices