At Arch Global Advisors, we offer an extensive financial platform with access to professional money managers across global markets through our proprietary Asset Track Program. Because every client is different, we utilize six distinct risk-based portfolios to help ensure your funds are allocated into the model most appropriate for your goals, risk tolerance, and time horizon.

Our Investment Philosophy

Our strategy is built on a dual-layered approach that aims to bolster returns while enhancing risk management:

• Core (Strategic): Establishing a solid foundation for long-term objectives.

• Satellite (Tactical): Making active shifts based on ongoing macroeconomic analysis to reflect current market outlooks.

Specialized Portfolio Options

We provide a range of potential solutions that include a diversified mix of equities, fixed income, and exchange-traded funds (ETFs):

• Dynamic Portfolio: A high-risk, direct equity portfolio targeting long-term growth by investing in listed stocks across developed and emerging markets.

• Income Portfolio: A moderate-risk portfolio focused on generating sustainable dividend yields above the prevailing policy rate, seeking to balance liquidity and stability.

Institutional-Grade Management & Security

In order to strive to provide consistent and effective performance, our operations are conducted with a high level of transparency and professional oversight:

• Professional Oversight: Our investment committee comprised of CFAs and investment advisors actively monitor all portfolios.

• Trusted Custody: Client assets are held at Charles Schwab & Co., a leading independent custodian.

• Advanced Reporting: Clients can access their portfolio data through the Black Diamond Wealth Platform.

This disciplined approach strives to ensure that your wealth preservation strategy remains aligned with your unique financial picture.