INVESTMENT RESEARCH
Independent. Quality focused.
From the region, for the region.
We support wealth managers and family offices with independent investment insights, portfolio reviews, and strategic sparring. Easy, pragmatic, and built for long-term partnerships.
BENEFITS
Why partner with us
Independent investment expertise and regional market insight designed to strengthen your offering and support informed portfolio decisions.
Experienced
We are investors ourselves, not consultants, our advice comes from daily market experience.
Regional & Personal
We believe in collaboration, not bureaucracy.
Independent
We are free from product or distribution bias, always guided by quality investing principles.
Long-term alignment
We invest in our own strategies and seek partnerships that compound over time.
WHAT WE OFFER
Solutions & Capabilities
We provide research-based investment management, portfolio advisory, and continuous market monitoring to complement your internal capabilities.
Investment committee participation
Join us as external advisors to add perspective and challenge ideas constructively
Portfolio review
We review holdings, assess risk-return profiles, and identify opportunities for optimization.
Model portfolio sparring
Discuss positioning, timing, and structure with an experienced quality investor team.
Market insights
Benefit from our ongoing market monitoring and get our independent assessment on macro, sector, and company trends.
HOW IT WORKS
Your journey with arvy
A structured engagement model with clear communication lines, aligned incentives, and ongoing collaboration to support long-term outcomes.
1. Connect
We get to know your setup, objectives and portfolios
2. Collaborate
We attend investment committee sessions, share our views, and provide input where it creates value.
3. Stay in touch
Regular on-site meetings or ad-hoc calls keep communication easy and natural.
BLOG
Latest investment stories & insights
We share captivating and educational stories about the markets and companies, every Friday, in less than 5 minutes. This will keep you up to date with what’s happening in the world and make you the smartest person in the room.
