Ar Asset Management, Inc.

AR Asset Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and investment limited partnerships and manages approximately $602.6 million in client assets. Services include portfolio management across individual equities, fixed income, options, mutual funds and ETFs, and the firm may recommend private placements and pooled investment vehicles to clients who qualify.

ARAM’s investment process is grounded in fundamental analysis with a long-term equity emphasis on domestic and international large-cap names, diversified holdings, low turnover and tax-aware management; fixed-income allocations tend to emphasize high-quality, short- to medium-term maturities and laddered structures. The firm tailors portfolios to client risk tolerance and objectives, manages accounts on a discretionary basis, and generally requires a minimum portfolio size while retaining discretion to accept smaller accounts in certain circumstances.

Notably, ARAM sponsors and advises privately offered limited partnership funds and manages pooled vehicles, exercising portfolio management and limited proxy-voting authority for those funds; participation in the funds is restricted to accredited and qualified investors. Because the firm and an affiliate serve as fund sponsor/general partner, ARAM discloses attendant conflicts of interest, uses third‑party administrators and independent annual audits for the private funds, and describes procedures for allocating investments between the funds and individual client accounts.