Improve the Arc of your Investments

Invest like Wall Street insiders—without the Wall Street fees.

We’re a fiduciary Registered Investment Advisor (RIA) dedicated to helping you build lasting wealth through low-cost index funds and ETFs. No hype, no hidden costs—just transparent, data-driven advice tailored to your goals.

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Our Custodians

How can we help you?

At ArcVest, we believe in the power of simplicity. Backed by decades of academic research, our passive investing approach outperforms most active strategies—while keeping more money in your pocket.

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Low Fees, High Impact:

Just 0.40% on assets up to $4M (0.25% above $4M). No commissions, no hidden fees—ever.

Fiduciary Standard:

We’re legally bound to put your interests first, unlike brokers who follow a mere “suitability” standard.

Proven Philosophy:

Low-cost index funds deliver market returns at a fraction of the cost. Studies show active management often transfers wealth from clients to Wall Street.

Our Services at a Glance:

Custom asset allocation based on your risk tolerance and life goals.

Ongoing monitoring and rebalancing with low-cost ETFs.

Seamless integration with partners like Charles Schwab and Altruist for easy access.

Investment Philosophy

Clients come first
As an RIA, ArcVest adheres to the fiduciary standard. There are no misaligned incentives, as with broker dealers.

Data-driven philosophy: invest in passive management for better, sustained results
Passive management consistently outperforms active management by all measures

Passive Investing

Low Cost Indexing

Accept market returns by buying broadly diversified funds
Rebalance (sell high, buy low) back to Investment Policy Statement (IPS)

Adhere to Efficient Market Hypothesis

*One cannot consistently achieve returns in excess of average market returns on a risk-adjusted basis given the information available. Prices reflect all information.

Ignore the noise

Every year investors pay billions of dollars to financial advisors and fund companies who claim they can achieve superior returns. This claim is not supported. Few advisors, if any, have the skills needed to beat the markets, and those few people cannot be identified in advance. Nor does any out-performance persist over time.

Meet Our Leadership

We brings decades of investing experience to our clients. We help you navigate the complexities of investing over the course of a lifetime.

Erik Cooper

Principal

Chad Fargason

Principal

Would you like to start investing with us?

After seeing the inner workings of large and boutique investment banks, there is no question low cost investment management is the best method for clients. ArcVest is a leader in low-cost portfolio management. For a small annual fee, we will design, implement and maintain a low-cost, passively managed portfolio that is appropriate for your needs. Our services are economical, efficient and practical

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