Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before establishing Alpha Fiduciary, Art was a Senior Vice President with Merrill Lynch where, prior to leaving in November 2006, had built his practice to be the largest of Merrill Lynch’s Arizona territory.
Art founded Alpha Fiduciary in 2006, and has completed two acquisitions. The firm currently serves clients across many states as a fee-only Registered Investment Advisor (RIA).
As president, Art has assembled a team of experienced, credentialed professionals at Alpha Fiduciary to execute on its mission of helping clients achieve their optimum financial life. The firm’s approach combines prudent financial planning with an investment style focused primarily on low-cost “passive” investment solutions. The Investment Committee also seeks to enhance returns or diversification of its passive portfolio by adding a smaller number of carefully selected actively managed funds. Alpha Fiduciary has a fiduciary responsibility to its clients, and this means you can be sure we only serve one master: our clients.
In addition, Art has taught a six-week wealth management course at UCLA Extension several times. This coursework was designed to educate investors by providing a framework whereby business principles are applied to the investment process, which in turn provides a greater understanding of the key areas of risk and performance that can shape investment returns. This education is founded in Art’s fiduciary focus and desire to improve the quality of the individual investors investment decisions.