PLANNING & ASSET MANAGEMENT
Financial Planning
We start by identifying and prioritizing our client's goals. This allows us to establish a direction for the financial planning process. Next, we gather data. Like a doctor, we take a financial x-ray and do a complete physical on your financial life. We then perform an analysis using the industry's most sophisticated financial planning software combined with our own expertise. From here we can identify the areas of strength as well as areas for opportunity.
Strategizing together is the next step: reviewing various products, ideas, and techniques to help our clients create solutions that will build, maintain, and protect their wealth. At the end of this process we provide our clients with a written report that documents our specific recommendations. The final step is implementation of recommendations. Lastly, but most importantly, we then review our client's progress on a quarterly basis. We prefer to meet our clients face to face for our quarterly reviews.
As a Registered Investment Advisory Firm (financial planning services are offered through Arete Wealth Advisors LLC), we are fee-based (hourly rates are available if more appropriate). Our fees are based on the complexity of each situation and are different from client to client. We are flexible and cater to the needs of each client and situation.
 Asset Management
There is no substitute for experience when it comes to managing assets for clients. Through the years, Arete's President, Josh Rogers, has managed money for families and institutions through some of the most volatile and turbulent times in the market's history.
Josh has weathered these recent storms with his clients intact and prospering. From the credit crisis/Russian default/Long Term Capital Management hedge fund collapse of the summer of 1998; to the fast money bull market of Internet mania in '98-'00; the collapse following September 11th 2001; the bear markets of 2002; and the recent credit crisis of this summer's sub-prime mortgage meltdown, Josh has kept his clients on track and making money in a difficult environment.
For years now, clients have been telling Josh that he needs to go start his own firm and manage his own hedge fund since his asset management prowess and stellar returns for his clients have generated tremendous word-of-mouth praise and referrals. In the summer of 2007 Josh decided that the time was right to heed the calls of his many clients and friends, and so Arete Wealth Management, LLC was created.
Arete as a firm will draw on Josh's considerable expertise and superb track record in managing client assets using the most innovative, cutting edge, yet pragmatic and disciplined techniques. Not only do we manage money with a firm discipline on both the buy and sell sides (the sell side being by far the most important to superior returns), but we also employ the help of our asset management partners in the hedge fund and private equity industries.
Because Arete is small, independent, and nimble in our decision-making, we have already partnered with some of the best hedge funds and private equity funds in the business. Therefore, we can offer Arete clients an unparalleled opportunity to have the best minds on Wall Street at their fingertips—managing assets to deliver superior returns with superior risk mitigation techniques.
We manage money for our clients on a fee and/or commission basis. We are flexible as to compensation and always go with the best pricing model for our client.
| 
