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Arcataur Overview

Focus,

Dedication,

Integrity,

Smart Investing.

That’s Arcataur Capital Management.

Arcataur Capital Management LLC strives to ensure our clients succeed in all markets by:
 

  • Delivering institutional-class investment expertise.
  • Seeking investment returns that are consistently better than those of competitors and with lower volatility.
  • Dispensing highly personalized investment advice to help our clients meet their financial objectives.  
  • Offering clients easy accessibility.
  • Maintaining the lowest reasonable management fees.
  • Providing assistance, education, guidance and advice that enable our clients to meet their financial goals.
  • Synchronizing goals and objectives between our clients and our management team, thereby creating a long-term partnership.

    In up and down financial markets, our well-managed, low-cost investment services and our focus on client needs should be an enduring value proposition. Prudence, diversification and long-term thinking are core elements of our investment philosophy. Spreading risk over an array of securities – stocks and bonds – can cushion a portfolio from catastrophic loss. Maintaining a long-term view can make it easier to weather ups and downs in the financial markets. Investors with long-term plans rest easier, knowing their portfolios are built to withstand periodic shocks.

    Arcataur puts together investment portfolios based on your objectives and your current investments, to achieve your specific goals. Your assets can be invested in a tax-efficient manner, allowing you to monitor taxable events within your portfolio. You may also screen out certain securities, offering you greater control over your investment selections.