Joe Arns

CFA
Personal Finance, Retirement, Investing
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“Joe Arns, CFA, provides sophisticated advice to individuals, financial planners, and investment advisors underpinned by an innovative approach to risk tolerance assessment and portfolio construction.”
Firm:

Northwest Criterion Asset Management

Job Title:

Portfolio Manager

Biography:

Joe Arns, CFA was an equity research analyst with a wealth management firm outside of Philadelphia in the fall of 2008. He was amazed to see clients jumping out of the stock market at or near the bottom, permanently destroying a good proportion of their wealth. Even though the firm "knew its clients", the tools used to assess risk preferences failed miserably. 

Joe set out to build a better way to evaluate a client's risk appetite and ensure that every investor had their BEST portfolio.  A small survey of investors turned into a large commissioned study of a few thousand investors, and the knowledge base from that proprietary study became the foundation of an investment platform that combines a rich dataset of human behavior with algorithms and human expertise that continually evaluates the investment landscape to ensure each investor's portfolio offers the best return potential for a level of risk that is just right for them. 

Education:

BS, Economics, Wharton School at the University of Pennsylvania

Assets Under Management:

$64 million

Fee Structure:

Fixed

CRD Number:

4017161

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4 days ago
    Retirement Savings, Retirement Plans, Investing

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    Banking, Career / Compensation, Debt, Estate Planning, 401(k)
What are the best investment options when having extra money and no debt?
100% of people found this answer helpful

What is your investment risk tolerance?  It sounds like you have the ability to assume a good deal of investment risk, but the first step in advising you on the right type of investments starts with a better understanding of your willingness to risk losing money in search of higher returns than you can earn in the bank.  

Real estate investing is not limited to owning your own residence or renting one out.  You also could consider investing in real estate investment trusts (REITs) through a brokerage account.  REITs invest in all different types of property, not just residential real estate, and tend to provide a high level of current income.  Such an investment might be appropriate for your IRA.  

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