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877-334-7974 -building your wealth with a financial advisor
Let Our Experience Help You
- Patrick Sheppard has over 30 years of experience in Asset Management including over 25 years in the Wealth & Institutional industry and 8 years as an Independent Asset Manager and Wealth Advisor.
- He has held Investment Committee, Chief Operating Officer and Chief Compliance Officer roles with companies ranging in Assets Under Management of $600 million to $750 billion. Prior to ARWA, Patrick held positions at BNY Mellon, William Blair and Fidelity Institutional Investments.
- Patrick is a Certified Management Accountant through the Institute of Management Accountants. He has also served on numerous boards and committees as well as held the position of Vice President of the Investment Advisor Association (an organization of 600 plus Registered Investment Advisors across the United States).
Our Strategic Advantage
- Don't let your past investment plan or performance stop you from seeking advice. We are happy to provide a second opinion and chart a course of action customized to your specific needs.
- At ARWA we provide global strategy investments based on our risk profiles. We will also customize your accounts to your individual needs. Both of these approaches give our clients the attention and discipline that is required to meet their objectives. We always work with a third party custodian, ensuring that our client's assets are held in a safe environment.
Our Approach
- As a Registered Investment Advisor, ARWA will maintain a fiduciary standard while servicing each client. Whether it is the due diligence embedded in the investment selection process, budgeting and financial planning analysis, oversight of third party custodial services or providing ongoing educational support, the best interest of our clients is at the center of what we do.
- Trust and fiduciary are words you hear from many firms and individuals. ARWA prides itself on not just understanding these words but putting them into action through manager operational oversight, detailed compliance and risk policies, product pricing reviews and performance evaluation.