ArpadWEALTH is a privately owned investment advisory firm and all of our wealth managers are registered investment advisors. Our senior investment advisor has worked for a major Wall Street firm where he experienced firsthand how deal-making works and how investors get shortchanged in the process. This disenchantment with Bay Street and Wall Street led to an investment management approach that emphasizes reliance on behavioural investing and asset allocation for risk management and diversification.
Our focus is to provide customized wealth management for individuals, corporations, trusts and foundations with minimum investible assets of $250,000. With our approach of preserving, protecting and growing our clients’ wealth through a disciplined and transparent investment process, we have been able to establish long-term client relationships with realistic return expectations.