Current Holdings: 48Stocks(4 new) Top holdings: SPDW(11.34) MTUM(8.20) QUAL(7.45) SPMD(5.89) LGLV(5.71) Last update: 2022-05. ARQ WEALTH ADVISORS, LLC filed its latest security holdings report (Form 13F) with the U.S. The SEC filings include 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.

With a combined 50 years of experience trading fixed income securities on both the buy and sell side, Arq provides expert execution for its clients, saving them both time and money. Detailed information regarding ARQ WEALTH ADVISORS LLCs latest trades and stock picks. Similar to hedging, some firms lack the dedicated trade execution capabilities and outsource that function to Arq Advisors. Our commitment to these values enables Arq Advisors to be a leader in hybrid advisory space.

Global Relationships: We understand that building and maintaining long-term relationships requires a core belief in honesty, integrity and transparency.

Our goal is to offer best in class customizable outsourced execution.

Fixed Income Specialists: Our team is comprised of experts in the field of fixed income portfolio management and trading with well documented track records.

Goal: To actively manage and execute portfolio hedges as a way to generate alpha.

As global financial markets continue to pose new challenges and become more specialized, the exceptional trading team at Arq Advisors continues to break new ground with this unique business model. By combining traditional advisory services with their proven proprietary trading models, Arq allows clients to turn traditional hedging into alpha generation.

Hedge Advisory: While most hedge advisory firms simply offer analytical “solutions,” Arq recognizes that a large universe of institutional portfolio managers, while experts in their specialized products, lacked the time, acumen, or expertise to actively manage their hedges.

We are the antithesis of the big corporate financial companies who put shareholders and corporate profits ahead of the client.Arq Advisors provides our clients with capital markets expertise and trade execution services. Its average financial advisors bring over 20 years of industry experience. Its services include estate, tax, insurance, college, and retirement planning solutions as well as investment management. Together, we develop a plan to help you achieve those outcomes.Įach of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts. ARQ Wealth Advisors is a financial advisory firm that provides fiduciary financial planning services to clients in Phoenix and the surrounding areas. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. Securities and Exchange Commission (SEC) ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the S. Past performance is no guarantee of future returns. Advisory services are only offered to clients or prospective clients where ARQ Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure.

This platform is solely for informational purposes. ARQ Wealth Advisors, LLC is an independent registered investment advisor (RIA), registered with the U.S. ARQ Wealth Advisors, LLC is a Registered Investment Adviser. Founded in July of 2008 during the worst. We accomplish this through our Team Based Model and comprehensive ARQ planning process. Northsight Blvd., Suite 200 Scottsdale, AZ 85260. ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC. Arq Wealth Advisors has 141M in assets under management (AUM), dropping by -9.53. ncial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. Arq Wealth Advisors was a net seller of stock by -23M. In addition to overseeing the growth and management of the firm, Dave offers advisory and capital.

ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.įounded in July of 2008 during the worst fina

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