Aro Capital provides holistic investment advice, consulting to advisor firms , institutional clients, and family offices. We often work alongside financial advisers to achieve the best outcome for their clients. Aro also provides corporate advisory services to corporate clients, access to capital raising, research and market support from a strong network of independent specialists, with a more personal touch. With over 20 years in financial markets, we believe in long term relationships, with long term goals.
PHILOSOPHY
Aro focuses on value-based outcomes. We believe while business is an intrinsic part of life and financial security is important, ultimately, it's about removing stress in life.
We also believe confidence and reliability is important, and while long term performance is attractive, it often comes with volatility. Our focus is to mitigate that risk, providing a return with less stress.
Aro works alongside advisers to provide an independent holistic service to their clients.The first stage is understanding where their relationship is with their clients. We base our strategies with advisors on the wealth cycle - creation, accumulation, preservation or succession - the same way as for their clients.
VALUE-BASED OUTCOMES
Aro's process begins with what our clients are looking for, and what is important to them. This is not just a financial process – this is a personal process.
We focus on long term goals while complimenting other advisers, with an emphasis on investment management.
We discuss:
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What is important
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Current situation
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Individual and business goals and concerns
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Future plans, including retirement and succession
GLOBAL MARKETS
Aro provides advice and execution services to our private and corporate clients. We provide corporate advice on strategy, execution and capital raising, as well as research. We provide access to global markets via our networks, and execution of trades on securities traded on the Australian Stock Exchange, as well as recognised exchanges around the world. Listed securities we advise on, and trade include:
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Australian Equities International Equities
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Fixed Interest Securities Managed Funds
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Exchanged Traded Funds Derivatives