Gain Financial Security

In a world that can change overnight, you need a financial plan and investment portfolio that can stand the test of time but be flexible enough to accommodate change. – in your life and the world at large. Our goal is to be the bridge between a client’s financial situation and the financial world, creating a portfolio of investments that can grow wealth over time while managing risk by selecting every investment based on the intrinsic value it represents rather than what price short term traders and algorithms may temporarily pay for an investment.

Arrival Capital Management → Get There.

Wealth Creation

Although people’s financial needs and goals may differ, there is no doubt that having more wealth can increase the odds of meeting our goals and achieving true financial security. We can better generate the wealth we need by placing our long-term capital into companies that can grow and prosper in the years ahead not by retreating into zero interest earning bank accounts or short term bonds

Cash Needs

An important part of being a successful long-term investor is having enough cash to ride out any market turbulence without having to sell stocks at the worst possible times but instead have cash to take advantage of suddenly lower prices of great long-term investments. Arrival can work with a client to calculate what their short-term cash needs actually are so that Arrival and client both know how much risk they can withstand and for what length of time.

Diversification

One of the most important tenets of financial theory is that an investor can gain both better investment performance and more security by constructing a diversified portfolio of stocks and other investments. This is the one “free lunch” in investing. But diversification doesn’t need to mean buying hundreds of stocks or the entire market. Arrival seeks diversification of our best ideas across industries and sectors to grow wealth but also protect against unforeseen problems with a particular industry or company.

Frequently Asked Questions

Is there a minimum account size?

Arrival Capital strives to work with investors with varying levels of wealth to
invest and focusses on starting relationships that can build over time as
assets grow and portfolios appreciate. We welcome at an initial level
anything over $100,000 in total investable assets.

What are your fees?

Arrival charges a fixed percentage of average assets under management,
calculated and billed quarterly, with the percentage set at 1% annually. In
this way, Arrival’s interests are aligned with the client’s interests, and Arrival
does not earn any commissions on the investments it makes on behalf of
clients.

Is my account secure?

Arrival Capital uses TD Ameritrade Institutional (now merging with Charles
Schwab) as custodian for client accounts. This ensures best in class
account security as well as superb dedicated customer service that only a
large firm like TD or Schwab can offer their institutional clients. Further,
Arrival Capital manages its client accounts through the grant of a limited
trading authorization. Arrival does not commingle client funds nor does it
have authority to transfer cash out of client accounts. The account belongs
to the client only and TD Ameritrade Institutional sends monthly statements
and transaction reports directly to client, augmented by a quarterly report
prepared by Arrival.

Why should I choose Arrival over a big firm?

Arrival builds longstanding relationships with clients and gets to know them
in a way a big firm simply cannot. This allows for individualized planning
and financial management based on what’s going on both in markets and
in client’s lives. Arrival not only knows every client; we also know why
every position is in a client’s portfolio and Arrival Capital is always prepared
to speak with clients about their accounts and address their financial
questions and concerns.

Request an Evaluation

With an evaluation we can determine opportunities to maximize your portfolio.