ARROW INVESTMENT MANAGEMENT LLC

Overview

Arrow Investment Management LLC is an independent registered investment adviser organized as an LLC that provides discretionary portfolio management and financial planning primarily for individuals, families and small businesses. The firm bills on a percentage-of-assets basis and also offers hourly advice, which aligns with serving clients across life‑planning and ongoing investment management needs. Arrow operates with an owner‑type classified as an individual and does not position itself as an institutional capital allocator or pension consultant. The adviser is not an active ESG investor and is not designated as a multi‑state adviser. Investment activity is concentrated in publicly offered pooled strategies—chiefly mutual funds and similar public fund vehicles—while the firm supplements portfolios with selected third‑party alternative real estate exposure and annuity products. The firm manages client relationships on a discretionary basis and focuses on scalable, fund‑based portfolios suited to households and small business owners rather than large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices