Individualized Wealth Management

For seventeen years, Arrival Capital Management LLC has been working with clients and helping them build wealth and financial security. Arrival does this by getting to know each client personally, not with cookie cutter questionnaires but in-depth discussions. Only when we get to know your situation do we then match you with an investment plan and portfolio that fits within your financial goals and needs as well as tolerance for risk and the need to preserve capital. As an Arrival client you will always have an open line of communication to us every time you need it, whether to ask about a particular investment, require help with a financial transaction, or to talk big-picture about where your portfolio stands in a constantly changing world. With a personalized investment portfolio, hands on investment management, and an always available financial advisor, you’ll wonder why you or anyone would settle for anything less.

Arrival Capital Management → Get There.

Customized

Although at Arrival we like to say that a good investment is a good investment no matter if you are 80 or 30, people’s circumstances are different and often require a customized approach to investing. For example, if you work in healthcare, you might not want a heavy exposure to that same industry in your investment portfolio. If you have a lot of real estate holdings, then additional investments in real estate investment trusts may not make much sense. At Arrival Capital we change our recommended portfolio to meet your needs, not cram you into a massmarket basket of funds that does not center on your unique financial profile.

Hands On, Always Accessible

Although investing should be a long-term process, sometimes things happen that require shortterm decisions and actions. At Arrival Capital, we are always available to counsel clients on where their investments stand and what courses are available should cash needs arise or circumstances change. There is no “customer service” operator, instead you speak with your financial advisor that knows you best and can provide the instantaneous advice you require or do the research on which good financial decision-making should rely

Quarterly Reporting

Arrival Capital invests for the long-term on behalf of clients but in the interests of transparency and accountability, we report in depth each quarter on how client accounts are doing on an absolute basis and relative to major market indices and we are always prepared to explain why each and every investment and asset is in a client portfolio and why we believe it should remain there.

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.