Fact of the Day 6/6/24
Arroyo Investment Group
Financial Services
Pasadena, California 67 followers
We're a GIPS-compliant firm bringing institutional-quality investment management to individuals.
About us
The investment management industry shortchanges individuals by focusing on brands and emotions instead of the things that really matter to your financial future: transparency, low fees and consistently strong investment returns. We built Arroyo because we believe you deserve more. Arroyo Investment Group is a fee-only financial planning and investment management firm based in Pasadena, California. As a GIPS(r)-compliant firm, we bring institutional quality, high performance investment management and comprehensive financial planning to individuals and families. Our full-service, fiduciary advice is offered for one simple, all-inclusive fee. Learn more about us at https://arroyoinvestmentgroup.com/. Interested in a complimentary second opinion on your investments? If you have over $500,000 to invest, please schedule a review here: https://calendly.com/jodell-arroyoinvestmentgroup Arroyo Investment Group currently manages $160 million in assets for over 200 families. Our sister company, Capital Research + Consulting, oversees more than $4 billion in corporate and government retirement plans.
- Website
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https://arroyoinvestmentgroup.com/
External link for Arroyo Investment Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Pasadena, California
- Type
- Privately Held
- Founded
- 2000
- Specialties
- investment management, wealth management, financial planning, financial advisor, GIPS Compliant, and retirement planning
Locations
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Primary
15 S Raymond Ave
Pasadena, California 91105, US
Employees at Arroyo Investment Group
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Mike Haney
Marketing Director for Arroyo Investment Group & Capital Research & Consulting
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Pamela Schmidt
Project Management, Business Development & Client Retention
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David Sutherland
Partner at Arroyo Consulting Group, Inc. I specialize in Construction Loans for both Residential and SPEC Development
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Gabrielle Stapleton, CFP®
Managing Director at Capital Research + Consulting LLC and Arroyo Investment Group
Updates
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Are you confident about your financial advisor's investment strategy? Learn more 👉 https://lttr.ai/ATbKQ #Investing #GIPS
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Are you leaving your financial future to chance? Learn why accountability in wealth management matters. Learn more 👉 https://lttr.ai/ATYcV #investing #GIPS
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Recent research suggests that accountability is crucial in achieving life goals. Read more 👉 https://lttr.ai/AS6qZ #GIPS #AchieveFinancialIndependence
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When your life savings is at stake, your advisor’s track record is critical information. Read more 👉 https://lttr.ai/AS6qR #GIPS #WealthManagement #Investing