AIQ Asset Management

We recognize that every advisor is unique, and a one-size-fits-all approach simply doesn’t cut it. You understand your clients best. That's why our services grant you the freedom to tap into ARC’s extensive asset management resources at a depth that aligns with your vision.


Where tradition meets innovation, our investment approach marries fundamental analysis with the cutting-edge insights of artificial intelligence. By exploring this synergy across diverse asset classes, we curate distinct portfolios that aim to not only deliver attractive risk-adjusted returns but also set our advisors a cut above the rest. With ARC's comprehensive asset management at your disposal, transform your practice's scalability while staying laser-focused on your clients' needs.


Our asset management team works closely with you to create customized investment proposals that will set you apart from other advisors and help you win clients.

Strategies

  • Tactical Asset Allocation

    Integrates ETFs and Mutual Funds to produce a differentiated portfolio of your client’s asset allocations. This method interchanges asset classes depending on your client’s risk awareness.

  • Innovative Asset Allocation

    Designed to minimize internal costs and maximize returns by utilizing a combination of momentum investing and multiple actively managed model portfolios, each of which has a different investment objective. Each portfolio aims to achieve returns similar or better than a correlated benchmark, but with less volatility.

    • Stocks
    • ETFs
    • Structured Notes
    • Options

  • Innovative Solutions

    A flexible and adaptive approach to asset allocation; a combination of fundamentals and momentum that is filtered by AI and refined by the Investment Committee.

  • Unified Management Accounts

    Created for high-net-worth clients and corporations to provide broad exposure to the equity markets, in a prudent and protected manner by using options to limit the downside risk.

AIQ Asset Management Team

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