P.O. Box 2049Wimberley, TX78676
With offices in Wimberley, Texas (between Austin and San Antonio), Arrowhead Asset Management (AAM) is a fee-only investment advisory service offering risk-managed, performance-proven retirement plans and individual investment accounts for middle and upper income families, small business owners, and higher education professionals in central Texas.
Our primary "broker" custodian is the nation's discount broker and no-load mutual fund company Fidelity Investments - offering custodial services for both retirement, brokerage and select non-commission, no surrender penalty variable annuities.
Investment Money Flow and Quantitative AnalysisUnlike most investment advisors who promote the dysfunctional "buy and hold, trust the stock market" passive asset allocation philosophy of money management, our active investment strategy focuses on above-average investment returns - using a risk-managed money management approach.
Arrowhead Asset Management eschews both the passive management investment style of "age/risk-based asset allocation" models and the underperforming philosophy that investment risk is primarily about diversification.
In reality, the term "diversification" is often a money management ruse by advisors to get client money into their investment firm, implement a passively managed investment portfolio that they pay litlte attention to, and then move on to hustle the next pool of money from trusting but naive investors.An investor deserves to be treated intelligently.Hence, clients of Arrowhead Asset Management:
1) receive objective investment advice, 2) avoid paying antiquated, performance-reducing commissions, and 3) retain control of their assets by shunning commission "back-loaded" brokerage products and insurance annuities that are costly, illiquid, and ineffective in today's investment environment.To talk directly with us about your money and whether or not we can provide you with the investment skills you seek, take action now and contact us at 1-800-299-4646.
* Please feel free to review the various links throughout this website to get more honest and practical information about your money.
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