ARM Financial LLC - A Trusted Advisor

Investment management and Financial Planning services

ARM Financial’s mission is to help clients achieve their goals by understanding and managing their risk. ARM Financial is guided by the values of respect, trust and transparency. We believe in values based financial planning. Money is a means to an end, not an end in itself. We help our clients identify how money can help them achieve the things that are important to them.

Identify values and goals

Analyze assets, debts, and cash flows

Review insurance coverage

Develop a baseline savings and retirement plan

Forecast balances and required rate of return

Offer additional recommendations

Review progress annually or as needed and repeat above steps

Commodity Futures Investments

Leveraged Investments

Quantitative Market Timing

Investment Management

Leverage and diversification are important tools for long term investors

Leverage

Yale professors Ian Ayres and Barry Nalebuff argue that leveraged investing is a better way to accumulate retirement money than low cost index funds. ARM Financial implements leveraged investment strategies for its clients.

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Alternative Assets

Alternative assets increase diversification. Diversification has been shown in theory and practice to improve long term returns and lower total portfolio volatility. ARM Financial manages alternative investments such as oil, gold, and foreign currencies.

Investment management and Financial Planning services