Our –one and only– service is to manage discretionary mandates for a select group of families, entrepreneurs and not-for-profits who share our long-term horizon and values.
We tailor portfolios to each client’s specific circumstances. We have extensive experience in managing bespoke mandates and the associated complexity (e.g. various legal entities, multiple custodians, investment restrictions, tax considerations1,…).
Our pricing is transparent, with a simple management fee our only source of revenue.
1 Arvella Investments does not offer tax advice.