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Wealth Platform–Draft

Arkadios offers one of the industry’s most robust and innovative private wealth platforms.   Clients today have uniquely different needs, and our platform will enable you to deliver personalized advice and holistic services to grow faster, compete more effectively, and deliver an optimal client experience.

Arkadios Managed Solutions

Through Arkadios Managed Solutions, our in-house portfolio management platform, advisors gain access to professional money management often reserved for institutions, along with access to market commentary and outsourced CIO solutions. Typical portfolios are invested in securities such as individual equities, bonds, government securities, ETFs, and mutual funds. Customized discretionary investment management and execution services for individuals, trusts, endowments, retirement plans, corporations, and other organizations.

Arkadios Fixed Income

Arkadios Fixed Income

Our in-house fixed income team works with Arkadios advisors across the country, providing a full suite of individual bond portfolio solutions that can be customized for each firm and their client’s needs. With the ability to implement both standard and customized portfolios for each account, we offer a unique alternative (or complement) to core fixed-income mutual funds, ETFs, or SMAs.

Arkadios (K)

Arkadios (K)

Arkadios(k) is our internal Retirement Plan consulting platform designed to help advisors gain scale and pricing efficiencies.  Arkadios(k) delivers best-in-class pricing, premier service, and the opportunity to seamlessly engage with your retirement plan participants.

Alternative and Private Investments

Arkadios provides access to unique, private investment that can be hard to access and are typically reserved for larger institutions and family offices.   This includes access to private equity, venture capital, private credit and real assets.  Seamless transaction and operational support throughout the investment lifecycle. In addition, through our managing broker/dealer, ArkCap Markets, advisors can access syndicate offerings with sponsors, innovative product structures, and limited capital raises.

Hybrid RIA Platform

Hybrid RIA Platform

The Arkadios Hybrid RIA platform is designed to support advisors who provide both fee-based and commission solutions as part of their wealth management approach.  We recognize clients have unique priorities, and one cost structure doesn't fit all. Through our multi-custodial Hybrid RIA platform, advisors are empowered to objectively deliver unique solutions to meet their ever-changing needs.

Advanced Estate Planning

Advanced Estate Planning

We believe financial planning and advice should go well beyond simple asset allocation - it’s about managing life complexities and delivering comprehensive and personalized wealth management. Arkadios has partnered with industry-leading providers to offer ultra-high-net-worth (UHNW) planning, wealth transfer and estate planning, business succession planning, case design and consultation, and Corporate and Executive Insurance Planning.

Business Solutions

Advanced Estate Planning

We recognize every advisor is different, so our business consulting programs are specifically tailored in a way that will help you maximize efficiency and drive enterprise value.  We can help you develop a strategic plan to grow and strengthen your business, enhance your firm's profitability and market value, and scale your service model to put more hours back into your day, month, and year.

Marketing & Branding

Marketing & Branding

We recognize every advisor is different, so our business consulting programs are specifically tailored in a way that will help you maximize efficiency and drive enterprise value.  We can help you develop a strategic plan to grow and strengthen your business, enhance your firm's profitability and market value, and scale your service model to put more hours back into your day, month, and year.

An Elite Private Wealth Firm Designed to Take You to the Next Level

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