Staying Ahead of Your Needs…for Results that Stay Ahead of Our Industry
Arcadia's investment philosophy focuses on high quality investments and growth, which we believe strongly impacts investment returns and volatility over the long term. Our philosophy influences our investment and portfolio management process by requiring our investment management team to carefully examine each potential investment, considering its strengths and contribution to the portfolio. The in-depth analysis allows us to manage portfolios to your unique set of goals and objectives.
Services
We listen to each of our client’s unique situations and needs, and then develop and present customized strategies that align with their stated goals and objectives. This is what differentiates us from the investment firms who may utilize “one-size-fits-all” syndicated data and send out via bulk mail for consideration and approval to implement.
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Individuals & Families
Our strong heritage of building family wealth and preserving it across generations, gives us unique insight into family issues and shifting dynamics that families encounter.
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Endowments & Foundations
Arcadia serves family foundations, private foundations and non-profit entities. These entities have been established to support the unique designated purposes of the organization, such as scholarships, projects, operating expenses and other aspects of Learn More
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Early Career
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Mid-Career
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Late-Career
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Retirement
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