Arnold Investment Group

Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates and charitable organizations. The firm oversees approximately $78.2 million for a small roster of about 34 client relationships and maintains a household minimum for new relationships.

Accounts are managed on an individualized, typically discretionary basis using an asset-allocation framework that emphasizes diversification and rebalancing, with holdings concentrated in U.S.-domiciled equities, ADRs, mutual funds and ETFs and a range of fixed-income instruments. The firm uses subscription and public research sources (including Zacks, Morningstar, Seeking Alpha, Barron’s, the Wall Street Journal and Bloomberg), conducts at least monthly account reviews, and custodian reporting is provided through Charles Schwab.

Compared with many peers, the firm’s relatively small client base and $78.2 million in AUM suggest a higher assets-per-client profile and potentially more concentrated advisor oversight; the firm has operated since 2005. It does not accept third‑party referral payments, generally limits custody to fee‑deduction arrangements, follows internal personal‑trading controls (client trades executed before employee trades and no batch trading), and will deliver a formal written financial plan when requested.