Arrowhead Investment Advisors, LLC

Arrowhead Investment Advisors provides discretionary portfolio management primarily to individuals and families, including their trusts, estates and retirement accounts, and additionally manages accounts for non-profit organizations, future-tuition/educational funds and serves as a service provider to corporate retirement plans. As of December 31, 2025 the firm reported approximately $50.0 million in assets under management.

The firm concentrates on equity and bond investments in pursuit of long-term growth and total return, with dividends and yield explicitly considered as part of return generation, and it does not engage in financial planning, insurance sales or market timing. Investment decisions follow a bottom-up, fundamental research process passed down from the predecessor practice that emphasizes company filings, balance-sheet analysis, charting and outside research, with portfolios reviewed at least annually and adjusted as client circumstances or market conditions change.

Compared with peers, Arrowhead’s client mix and service scope are notable for including charitable organizations and pension/retirement-plan consulting, offerings that are less common among independent advisors of this scale. Operationally the firm is fee-only, executes through major custodians (primarily Charles Schwab & Co.), avoids soft-dollar brokerage research, and generally does not vote client proxies so that clients retain control of corporate voting decisions.