Arroyo Investment Group logo — We're a GIPS-compliant firm bringing institutional-quality i...

Arroyo Investment Group

We're a GIPS-compliant firm bringing institutional-quality investment management to individuals.

Founded 2000 United States Pasadena, United States 10 employees Financial Services, Wealth Management

General Information

Company Name Arroyo Investment Group
Founded Year 2000
Location United States Pasadena, United States +1
Employees 10
Industries Financial Services, Wealth Management
Social

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About Arroyo Investment Group

Arroyo Investment Group is a financial planning and investment management firm founded in 2000 and based in Pasadena, California. The company prides itself on being a GIPS-compliant firm that focuses on bringing institutional-quality investment management to individuals. Their approach centers on transparency, low fees, and consistent strong investment returns, prioritizing the financial future of their clients. Arroyo currently manages $160 million in assets for over 200 families and offers full-service, fiduciary advice for a simple, all-inclusive fee. Additionally, their sister company, Capital Research + Consulting, oversees more than $4 billion in corporate and government retirement plans. For individuals with over $500,000 to invest, Arroyo Investment Group offers a complimentary second opinion on their investments. With a clear focus on GIPS compliance and a substantial asset base, Arroyo Investment Group presents a compelling option for those seeking comprehensive financial planning and investment management services. More information is available on their website, https://arroyoinvestmentgroup.com/. For those interested in a review of their investments, scheduling can be done through https://calendly.com/jodell-arroyoinvestmentgroup.

Taxonomy: investment management, fee-only financial planning, GIPS compliance, fiduciary advice, financial advisor, retirement planning

No funding data available for Arroyo Investment Group yet.

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FAQ About Arroyo Investment Group

We're a GIPS-compliant firm bringing institutional-quality investment management to individuals.
Arroyo Investment Group was founded in 2000.
Arroyo Investment Group is headquartered in Pasadena, United States.
Arroyo Investment Group operates in the following industries: Financial Services, Wealth Management.
Arroyo Investment Group has approximately 10 employees.
Top alternatives and competitors to Arroyo Investment Group include The MilWealth Group LLC, Hinman Financial Planning, Inc. , Bragg Financial, Hobbs Group Advisors, LLC, Legacy Planning Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Arroyo Investment Group and The MilWealth Group LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Arroyo Investment Group, https://bouncewatch.com/company/arroyo-investment-group, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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