PASADENA, California – May 1, 2018 – Arroyo Investment Group is announcing the release of its tenth year of Global Investment Performance Standards (GIPS®) verified investment results. The firm’s adherence to the standards has been independently verified for the period of Jan. 1, 2007 through Dec. 31, 2017.
GIPS® is a set of standardized, ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients. Although the adoption of GIPS is not mandated by regulation, it is considered best practice for investment advisors.
“At Arroyo Investment Group, we believe in what we do. We also believe you deserve complete transparency. With our independently verified results, you know exactly how good a job we are doing for you at all times”, John Odell, the firm’s chief investment officer, said. “This is quite different from the vast majority of financial advisors to individuals, who don’t provide independently verified results”.
According to the CFA Institute, as of Feb. 2017, only about 1,600 firms worldwide claimed compliance with GIPS® standards. Most of these firms provide service to corporations and institutions, not individuals.
“We are extremely proud of our investment results. Our model portfolios have outperformed their appropriate benchmarks for every available time period over the past 10 years and, almost always, with less risk than the benchmark. More importantly, we have created an investment methodology that is repeatable. It is very important to us that even through the difficult 2008 markets, we never had a year where we need to apologize for performance that greatly lags the appropriate benchmark.”
Arroyo Investment Group’s investment results can be viewed on their website.
Arroyo Investment Group is a fee-only financial planning and investment management firm based in Southern California but serving investors nationwide.
Arroyo Investment Group, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Arroyo Investment Group, LLC is an independent registered investment adviser.
For a compliant presentation and/or a list of composite descriptions, please email firstname.lastname@example.org, call (626) 844-1441 or view them on the Arroyo Investment Group website.
Company Name: Arroyo Investment Group, LLC
Contact Person: Stephanie Hagan
Email: Send Email
Phone: (626) 844-1441
Country: United States