Building relationships as well as portfolios – ARS

Individual Investors

Building relationships as well as portfolios

ARS operates as a partnership, one that harkens back to the days when success was measured by client satisfaction. Investment management is our only business — we are dedicated to bringing our best ideas forward to solve the investment needs of our clients.

We pride ourselves on our integrity, accessibility and open dialogue, working collegially with each other and with our clients:

  • Each relationship has senior managers who understand a client’s specific mandates and monitors their accounts.
  • We welcome the opportunity to work with our clients’ counselors and advisors to coordinate tax, estate and financial planning needs.
  • We work with clients on a discretionary basis and we, in turn, work diligently to ensure their understanding of our investment strategy.