info@ArkellAssetManagement.com  |  1143 Stoneridge Drive, Bozeman, MT 59718  |  Tel: 406.577.2006

Why Arkell?

Our advice is objective, independent, and solely in the best interests of our clients. Arkell sells no products or investments for a commission. We make investment recommendations only in the best interests of our clients, not for potential sales-related income for the advisor or the advisory firm. 

We believe long-term performance and growth are achieved through a disciplined approach. The investment accounts serve a distinct and fundamental purpose: to preserve or to achieve a desired lifestyle.  

FEE-ONLY

As fee-only financial advisors we cannot accept sales commissions or any other investment-related sales fees.  This removes the potential for a conflict of interest between advisor and client.  Our goals are aligned with those of the client; to minimize costs and to maximize growth.

 

Arkell advisors have a fiduciary duty to put the clients' best interests ahead of their own.  Investment recommendations are made to best serve the client, not the advisor.

INDEPENDENCE

As an independent advisor, Arkell is not tied to a type or brand of investment product. The freedom to recommend any investment reduces the fees paid by the client and is instrumental in designing an objective and efficient investment strategy, one offering the maximum amount of return with the minimum amount of risk. 

 

Arkell does not take custody of client assets. All client assets are held by a respected, independent financial institution. This institution sends our clients trade confirmations, account statements, and tax forms, as well as provides clients with online access to their accounts. 

CHOOSE YOUR FEE

At Arkell, clients choose their advisory fee and their level of service. This allows the client to minimize costs and to pay only for the services they need.

 

During our complimentary discovery meeting, we listen to you and your unique needs. We explain common investing mistakes, our investment philosophy, and our levels of service. Together we determine the advisory fee, the service level, and the investment strategy appropriate for you, not for the advisor.

INVESTMENT PHILOSOPHY

We believe in a disciplined and academically tested method of investing. The focus is on low-cost, efficient portfolios. The investment profile or financial plan provides the target rate of return required to maintain or to achieve a desired lifestyle. A unique mix of investments targets that rate of return but at the lowest cost and the lowest amount of risk possible.

 

Investment-related costs are paid by the individual investor. As an independent, fee-only financial advisor Arkell is free to choose from the entire universe of investments. Once the client’s unique target rate of return is determined using the financial plan or the investment profile, Arkell builds an investment strategy using low-cost investments. The cost-savings are passed directly to the client, increasing the potential for long-term portfolio growth. 

Investors often focus solely on achieving the maximum return and overlook both the risks associated with individual investments and the risk of their overall account. It isn’t until periods of significant loss that many investors appreciate the need for risk management. At Arkell we define risk as the probability of a client’s lifestyle changing due to investment loss. Downside protection is utilized to limit that risk and to protect the client's lifestyle.

Please reload

Icons made by Madebyoliver and Vectors Market from www.flaticon.com