ARC AIQ Asset Management solves what we call the “Advisor’s Dilemma.” As fiduciary to your client base, with each relationship having its own distinct needs and circumstances, it becomes increasingly difficult to manage both client relationships and client assets as market complexity increases. Trying to successfully accomplish both can hinder the ability to scale your practice.

ARC AIQ AM resolves this dilemma by offering truly turnkey asset management solutions to advisors. Once reserved for endowments and private funds, our institutional quality investment strategies are available to the public at reasonable costs, competitive with what you might see third-party asset management platforms offering with less sophisticated strategies.

Our scientific approach to fundamental investing is unique in the investment management industry and is designed to solve many of the pitfalls inherent in both traditional, stand-alone quantitative and fundamental investment strategies. To accomplish this, AIQ combines the tremendous and rapidly evolving power of artificial intelligence with the irreplicable intuition and experience of traditional fundamental analysts.

At this intersection of A.I. and IQ lies fertile investment ground allowing AIQ to seek compelling returns for our investors with a careful eye on the amount of risk required for clients to achieve their financial goals according to their risk tolerance.

Learn how ARC AIQ Asset Management can help you scale your practice and enhance client satisfaction.

ARC AIQ Asset Management Team

Jean Paul Lagarde

Chief Investment Officer

Michael Thomas

Director of Research

Brandon Day, CFP®

Market Strategist

Nick Moore, CFA®

Senior Trader

Shana McHaffey, CFP®

Director of Asset Management Operations

Sarah Pais

Chief Officer of Compliance & Operations

Get in touch with our AIQ team today