As a Chartered Financial Analyst charterholder, I founded Arbus Capital Management LLC on the belief that individual and institutional investors deserve access to high-quality, unbiased investment services. I have a passion for helping clients achieve their financial goals. I manage investments ...more

As a Chartered Financial Analyst charterholder, I founded Arbus Capital Management LLC on the belief that individual and institutional investors deserve access to high-quality, unbiased investment services. I have a passion for helping clients achieve their financial goals. I manage investments for institutions needing impartial management of their assets, for directors and entrepreneurs requiring complex supervision of their concentrated stock and option positions, and for individuals seeking retirement planning and income. I provide all clients with solutions that are customized for their unique situations. I specialize in rationalizing portfolios whose complexity masks fees and other unnecessary costs. I enjoy working with organizations and individuals who have decided to transition away from traditional stockbrokers and commission-based advisors. As a member of the Chartered Financial Analyst Institute, I am bound by a strict code of ethics. Prior to investment management, I had a successful career in software development, working at a variety of companies, including IBM, Intuit (the maker of Quicken), high-tech startups and my own consulting company. Please note that SEC Rule 206(4)-1(a)(1) prohibits testimonials for investment advisors, so the recommendation feature of LinkedIn has been disabled.less