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Arkell Asset Management, LLC
Arkell Asset Management, LLC is a fee-only wealth management firm whose advisors are committed to a fiduciary standard and act in clients' best interests.
Overview
Arkell Asset Management, LLC is a fee-only wealth management firm whose advisors are committed to a fiduciary standard and act in clients' best interests. The firm's objective is to maximize after-fee, after-tax, risk-adjusted returns. It serves individuals, families, and medical professionals with investment management, financial planning, and retirement planning. Based in Bozeman, Montana, it has guided clients toward their financial goals since 2011.
General information
Firm type
Asset Manager
Year founded
2011
Location
City
Bozeman
Principals
Tim Randak
MSF, CFA, CFP — President, Wealth Manager and Portfolio Manager
Sector focus
Frequently asked questions
What is Arkell Asset Management's investment strategy?
Arkell Asset Management's investment strategy has not been publicly described. The firm is registered as an investment adviser, but its asset-class focus, geographic preferences, and target stages are not documented in any accessible publication or filing.
What are Arkell Asset Management's known portfolio holdings?
No portfolio companies, transactions, or direct investments have been publicly attributed to Arkell Asset Management. The firm's current or past holdings are not disclosed.
How does Arkell Asset Management source investment opportunities?
The firm's sourcing model is not publicly described. There is no information on proprietary deal flow, co-investment networks, or third-party relationships.
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