With offices in Wimberley, Texas, Arrowhead Asset Management (AAM) is a fee-only money management service offering performance-proven, risk-managed retirement plans and investment accounts for individuals, families, and small business owners - as well as institutional investment plans for higher education professionals in central Texas.
With offices in Wimberley, Texas, Arrowhead Asset Management (AAM) is a fee-only money management service offering performance-proven, risk-managed retirement plans and investment accounts for individuals, families, and small business owners - as well as institutional investment plans for higher education professionals in central Texas.
Arrowhead Asset Management is currently taking new clients only through referral from existing clients - including client family members or select parties - with a minimum of $250,000 of investable tax-deferred IRA assets.
Why You Should Choose Arrowhead Asset Management
The Benefits of being an Arrowhead Asset Management client:
1) you always receive objective investment advice - unencumbered by the bias and performance-eroding effect of costly advisor commission compensation;
2) you pay no unnecessary or undisclosed fees, hidden charges, and high cost management expenses, which inversely affect investment performance;
3) you inherently retain control of your investment assets by avoiding "surrender charge" brokerage products and insurance annuities that are expensive, illiquid, and generally ineffective in today's investment environment.
Economically Responsible Investments
When logistically feasible, Arrowhead Asset Management makes every effort to only invest in ETFs, mutual funds and individual companies that provide problem-solving products or services that incorporate sane economic and social attributes into their business model including:
1) Solid, well managed companies with strong, sustainable profits - simultaneously integrating a corporate policy that strives to enhance the quality of our culture and society.
2) We ideologically avoid "dirty energy" fossil fuel investments, focusing wholly on investing in sectors, industries and companies making a concerted effort to reduce their carbon footprint and negative environmental impact - using investment data based on fact-based science and sincere corporate governance policies.
Using Quantitative Analysis Tools To Select Risk-Averse Investments
Unlike investment advisors who promote a passive "buy and hold, trust the stock market" asset allocation philosophy of money management, our investment strategy focuses on achieving above-average, lower risk investment returns using a money management approach combining both fundamental investment analysis and sophisticated quantitative analysis strategies.
Arrowhead Asset Management rejects both the (1) passive management investment style of "age/risk-based asset allocation" models and (2) the contradictory philosophy that investment risk can only be reduced by diversification.
In actual practice, "diversification" is often a money management concept used by investment advisors to get client money into their investment firm - and then ignore the on-going management of the investment portfolio thereafter.
Financial Links
Current Arrowhead Asset Management Newsletter
Arrowhead Asset Management Investment Newsletter (April, 2025)
PO Box 2049
Wimberley, TX 78676