Arrow Investment Mgmt.

Arrow Investment Mgmt. provides fee-only, discretionary portfolio management to individual clients and also offers periodic, non‑ongoing investment advice billed hourly. As of March 31, 2026 the firm reported approximately $1.1 million in assets under management and indicates there are no account size requirements for clients.

The adviser uses a blend of fundamental and technical analysis to build portfolios across equities, bonds, mutual funds, ETFs and options, and notes that trading can be frequent to capture short‑term situations or limit losses. Accounts are typically managed on a discretionary basis with quarterly reviews and performance reporting, and the brochure highlights that active trading can increase brokerage costs and tax liabilities.

Notable features include the explicit use of options among permitted instruments and the availability of hourly, one‑off advisory engagements (typically $100–$150 per hour), both of which are less common among managers that primarily serve pooled or institutional clients. The firm operates at a small scale under a single principal who maintains full‑time non‑advisory employment, a staffing and client service profile that differs from larger investment managers.