Customized financial advice tailored just for you.
How We Work
As Registered Investment Advisors, we advise individuals based on their unique goals to determine a proper investment strategy. We provide customized financial advice tailored to you: saving for college, buying a home, planning a comfortable retirement, and other life events. Our services cover short-, medium-, and long-term investing to build a financial plan fit to your needs. Just as running a 5k requires different training than a marathon, different financial goals require different plans.
It’s All About You
Arena Advisors handles everything from identifying the ideal strategy for you to managing your individual investments. We do the dorky work so you don’t have to.
With over 15 years experience in the world of finance, and a fresh take on what it means to be smart with your investments, we offer a unique take on the investing process. Your interests are ours: we work as a team to bring our knowledge together with your goals and help make them come alive.
As an RIA, our only responsibility is to you, the client. We don’t have a product we have to sell, an obligation to a Wall Street firm to meet earnings goals, or a pushy salesperson who wants to take you out for a three-hour dinner. That was the old world; the new world is all about you.
Our Approach
We want you to feel confident and content as an investor. And we want to make investing fun. We want to help you watch your hard-earned money grow over time so that you can do the things that bring you joy.
Forget sitting across a desk from someone you can’t connect with who explains things in a way you can’t understand. Suits are uncomfortable, and ties are torturous. Arena Advisors brings a brighter perspective to money management, offering you the chance to participate in the experience of investing your money.
We use more efficient investment products that allow you to keep more of the money you invest, rather than incurring - and charging you - excessively high fees.
Primarily, we utilize Exchange Traded Funds (ETFs). ETFs are the evolved version of mutual funds. Mutual funds are like the original iPhone: they revolutionized the way that we interact with the world. ETFs are the newest version of that revolutionary technology.
4 foundational benefits to investing in ETFs:
Total cost
ETFs’ total cost tends to be less than other investment vehicles.
Transparent
ETFs are required to display their holdings daily, so you always know what you own. Other products only display their holdings quarterly.
Tax efficient
ETFs offer tax benefits that aren’t offered in a lot of other products.
Tradeable
ETFs can be bought throughout the trading day on an exchange, similar to a stock.