Investment management and Financial Planning services
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
Quantitative Market Timing
Leverage and diversification are important tools for long term investors
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.
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.
There is a case to be made that attempting to avoid losses from large drops in the stock market is a worthwhile long term strategy. ARM financial has a quantitative market timing strategy based on the VIX index.
Copyright(c) ARM Financial LLC. Futures are not appropriate for all investors. Futures involve the risk of substantial loss.
Past investment performance is not necessarily indicative of future investment performance.