Matthew Arndt

Specialties

We specialize in helping people grow their savings and protect these savings from the unforeseen. We are a full-​service, independent investment management firm dedicated to serving individuals, families, trusts, and retirement plans. With our help you will have the confidence to invest in today’s turbulent markets. We provide you with the level of expertise you need with a level of calm you never expected. Through our unparalleled experience, we offer you a better way to invest making us certain you will understand why our clients value our strategies.

History

Established in 2007.

We started our firm because we saw an opportunity to provide high quality investment management services to individuals, families, and businesses. We are driven by a desire to help investors live secure and happier lives. By leveraging our knowledge that we gained from decades of experience, we are able to offer sound investment strategies to our clients.

Meet the Business Owner

Matthew A.

Business Owner

After graduating from the University of Wisconsin-​Madison with a bachelor of science in Economics, Matt had the privilege of working as a senior derivatives specialist for a successful trading firm. During these ten years, he profitably managed institutional accounts in extremely challenging market conditions, which included the bursting of the technology bubble in 2000; the aftermath of ⁹⁄₁₁; and the ensuing corporate misconduct at Enron and WorldCom. This considerable experience has proven to be invaluable in executing our investment strategies.

Matt is a CFA charterholder and member of the CFA Institute. His tenacity in pursuing the CFA charter speaks to his character and determination in the pursuit of excellence. In addition, he is licensed as a Certified Public Accountant and a member of the AICPA; and he holds the CFP certification recognized as the standard of excellence for personal financial planning.