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Common questions we hear.
Where are my assets held?
Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Arrowood Capital, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Who is &Partners and why do you work with them?
We are proudly partnered with &Partners, a wealth management firm with robust technology, a comprehensive investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
What makes Arrowood Capital different from other financial advisors?
We believe in keeping things simple and transparent. Rather than complex strategies that can be difficult to understand, we focus on disciplined, well-diversified portfolios that align with your goals. Our team brings extensive experience and a genuine commitment to your financial well-being.
How do you work with clients?
Our relationship begins with making sure we’re a good fit for your needs. We then learn about your financial situation, goals, and concerns before developing personalized recommendations. We meet regularly to review your progress and adjust as needed, maintaining open communication throughout.
What types of clients do you typically work with?
We work with retirees and pre-retirees with managed portfolios, busy professionals who would like to work with an advisor for help with their financial planning, and families focused on building and preserving wealth across generations. Our clients don’t just reside in Columbus, but throughout the State of Ohio and the country.
What services do you provide?
Our services include investment management, retirement planning, estate planning guidance, and insurance analysis. We take a holistic view of your financial life, coordinating these services to create a cohesive strategy tailored to your needs.
