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Arenite Advisory | Financial Advisors

Financial Advisory Firm

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  • What We Do
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How We Invest

Individual financial plans are the blueprint for your investment portfolio construction. Financial plans are developed by careful evaluation of 4 major factors. Like four legs of a chair, these four components unique to you need to be in relative balance for you to remain comfortably seated.

  • Facts and Circumstances
  • Goals and Objectives
  • Risks
  • Expenses
 

Your investment portfolio must be carefully and strategically aligned to your financial plan. Further, while we’re long-term focused, your portfolio must also take into consideration short-term volatility to ensure that you can stay comfortable and committed to your plan.

How we align your plan, to your investments

Our portfolio construction is made up of 5 strategic components. We utilize these components to build strategic investment models or custom personalized models for individual clients.

  • Risk Tolerance
  • Asset Allocation
  • Security Selection
  • Management of Expenses & Taxes
  • Portfolio Rebalancing

Our Satellite and Core Holding Structure

We use both passive and active investment structures and predominately utilize Exchange Traded Funds and Mutual Funds. We are long-term focused but utilize a proprietary 80-Core/20-Satellite portfolio structure. Your Core holdings are invested in areas central to the success of your asset allocation strategy. Your Satellite holdings tilt towards intermediate to long-term market trends and are more actively managed. We leverage the expertise of our networks to evaluate data that enables us to make data drive, low-emotion decisions that are prudent for our client’s portfolios.

Satellite Core
 

Our Investment Models

We manage five signature client models ranging from Income up to Aggressive Growth. Most client investment portfolios use a blended model approach where diversity and risk are precisely matched to client financial plans. We also manage three base level models for smaller investors that benefit from a simple approach. Our investment models will always be fluid, but we do not make changes without rigorous due diligence and alignment with our philosophy of long-term durability.

Models Chart

Our accredited financial planners strive to be your prudent partner, through the ups and downs that inevitably come with the markets. Our well-established process of checks, balances and data analysis ensures that every decision is made for a very specific reason.

Learn how we add value

Schedule a No-Cost Consultation

Arenite Advisory

One East Liberty Street, Suite 600
Reno, NV 89501

844-844-1396

hello@areniteadvisory.com

Securities offered through Gêneos Wealth Management, Inc., Member FINRA / SIPC

Advisory services offered through Arenite Advisory, Inc. ®, Registered Investment Advisor

Aryn Sands CA Ins. Lic #0D96612

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