Vince Nelson, Managing Partner discusses investment strategies at the 2022 HABU Conference.
Why should elite universities be the only ones with access to high-performance investment strategies?
At Arno Wealth, we specialize in bringing “Endowment-Style Investing”, the same sophisticated strategies used by institutions like Harvard—to individual accredited investors and business owners. Our goal is to move beyond traditional stocks and bonds to help you build a lasting legacy through diversified, high-impact portfolios.
What is Endowment-Style Investing?
Institutional endowments don't just invest in the public markets; they leverage private equity, debt, and unique alternative assets to drive long-term growth. We bring these exclusive opportunities to our clients, specializing in:
- Investment Banking: Raising capital (Equity or Debt) for businesses starting at $30M+.
- Alternative Assets: Including non-traditional investments like fine art and conservation projects.
- Holistic Wealth Advisory: We don't just look at returns; we coordinate with your CPA to integrate tax-loss harvesting and advanced tax-efficiency strategies.
The Wildlife Fund: Profit with Purpose
One of our most unique offerings is the Wildlife Fund, in partnership with Wildlife Partners. This strategy allows investors to participate in the conservation of over 500 exotic and endangered species.
The Triple Win: Investors can make a measurable difference in conservation, realize significant profits ($36M+ in profits as of 2021), and potentially lower their tax liability through specialized incentives.
Who Qualifies?
Our strategies are designed for Accredited Investors who meet the following criteria:
- Income: $200,000+ (Single) or $300,000+ (Married) annually.
- Net Worth: $1,000,000+ in investable assets (excluding primary residence).
