Welcome
Arque Advisors LLC
Arque Advisors is a Registered Investment Advisor to institutional and high net worth and private clients. The firm’s primary services are investment management and consulting. Arque structures, selects and trades client portfolios in all asset classes. The Firm and its affiliates also develop and manage proprietary funds: risk-controlled model driven equity strategies, a fund that invests in early-stage hedge funds and in various privately placed investments.
Philosophy
Arque's investment philosophy is to ensure our client's preservation of capital and to provide consistent, attractive risk-adjusted returns. To this end, Arque uses equities, fixed income, futures and options while also offering, where appropriate, alternative investment strategies with low volatility, stable returns, high collateral coverage and modest leverage to enhance returns.
We believe in providing full transparency through technology, auditors, third-party administrators, collateral custodians and open communication with our investors.
Arque Advisors does not attempt to market time its investments but does believe there frequently are periods in the performance of markets where prudence means not participating in what could be perceived as excess "market exuberance."
Arque Advisors further believes that there are overriding long term global trends that investment portfolios need to consider: The enhancement of technology notably in artificial Intelligence, chip manufacturing and cloud computing; the move from a dependency on fossil fuels and toward a “greener” global eco-system; the growing scarcity of basic commodities, and the share of the global economy that will be earned in developing world economies.
Proprietary Investment Strategies
The primary business of Arque Advisors is managing the wealth of its clients and assisting in the planning for these clients to meet their future goals. A core belief is that everyone deserves to move their financial life forward.
Arque Advisors uses systematic and quantitative research in the development of its investments for clients.
Arque offers its clients the opportunity to invest in listed securities: equities, bonds, commodities, foreign exchange, options and futures; in mutual funds and in private equity placements.
In addition, for its wealthiest clients, Arque Advisors is able to offer a range of hedge funds and how to select and manage these limited partnerships and third party separately managed accounts.
Arque Advisors has created a suite of model driven proprietary funds. The core funds – Arque Concert US Equity and the Arque Concert International Equity use risk-controlled models developed by Arque and Ferrell Asset Management over the last 10 years.
These strategies allocate capital to exchange traded funds based upon their marginal contribution to the Sharp ratio of the portfolio.
The Arque Concert AI Strategy's uses the models of Schulenberg and Associates to select from large and mid-capitalization companies.
All strategies are model traded and managed on a daily basis by Arque and generate risk adjusted returns well above their listed benchmarks.
Arque Advisors is a fee only investment advisor and assists investors in the selection of money managers and investments. Arque conducts due diligence on third party investment managers for a fee.
Arque has developed over time numerous limited partnerships to invest in among other investments: a fund of Hedge funds; Tax Lien investments in seven states; low- and moderate-income housing; green technology; and physical precious metals.
Milton Associates consults with start-up hedge funds in development of their business models and documentation's, and often acts as a management partner.
Arque Advisors, llc
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