Client Resources
Welcome to Arcataur's Client Resource Center. In this section, we have collected various educational and informational resources we thought you might find of interest. Explore the Arcataur Client Resource Center to improve your financial knowledge, and learn about investments, the construction of investment portfolios and Arcataur Capital Management. Then take the opportunity to discuss these topics with us.
Arcataur Newsletters
Arcataur Investor Education Series
The Benefits of Separately Managed Accounts
Bond Basics
Exchange-Traded funds (ETFs)
Treasury Inflation Protection Securities (TIPS)
Duration: what is it?
Arcataur's ADV Part 2
To obtain a copy of our most recent form ADV Part 2 please contact William Hemp at 414.214-1057.
Form CRS - Client Relationship Summary
Form CRS provides transparency of relationships between Arcataur Capital Management LLC as an investment advisor and retail investors. It includes information about investment-related services and fees to all current and potential Arcataur individual clients.
Custodial and Financial Links
You may obtain access to your investment accounts including asset detail, valuations as well as any activity from your custodian's website.
For your convenience, custodial links are listed below:
Charles Schwab
We have also listed below various other financial news and informational links you may find of interest:
Market Watch
Bloomberg
Wall Street Journal
Reprint Articles About Arcataur
Milwaukee Journal Sentinel 08-20-16
Milwaukee Journal Sentinel 04-04-15
Milwaukee Journal Sentinel 08-17-13
Milwaukee Journal Sentinel 10-21-12
Milwaukee Journal Sentinel 06-10-12
Milwaukee Journal Sentinel 06-05-11
Milwaukee Journal Sentinel 09-12-10
Milwaukee Journal Sentinel 08-31-09
Milwaukee Journal Sentinel 10-13-08
Video Links:
Investing In Your 20s and 30s (Part 1)
Arcataur's President and Chief Investment Officer Ignatius Smetek discusses
"Investing In Your 20s and 30s" in Part 1 of this 4 part series originally produced by the Milwaukee Library and MCM Production through a grant from FINRA's Investor Education Foundation June 2010 and published on YouTube on October 16, 2012.
Video Links:
Investing In Your 50s and 60s (Part 1)
Arcataur's President and Chief Investment Officer Ignatius Smetek discusses
"Investing In Your 50s and 60s" in this 4 part series originally produced by the Milwaukee Library and MCM Production through a grant from FINRA's Investor Education Foundation June 2010 and published on YouTube on October 30, 2012