Wealth Management, Retirement Planning, Separately Managed Accounts and Investment Consultant. Based in Edina, Minnesota
Our combination of “Main Street” and “Wall Street” experience sets our firm apart from others in the industry. With our in-depth knowledge, we aim to help clients plan and prepare for retirement and manage their wealth.
In today’s world of “financial supermarkets” where many investment advisers act more akin to a “concierge,” we provide our clients with support for their entire personal balance sheet. We have deep experience with IRAs, 401Ks, 529s, Pension Payouts, Mutual Funds, Bonds, Mortgages, Private Equity (including co-invest), Venture Capital, Distressed Debt, Hedge Funds, Annuities and Insurance, and Investment Banking.
For Family Offices and Institutions, we offer Customized Separately Managed Accounts and Portfolio Review Services.
We employ a direct approach to investing, creating client portfolios without adding a second layer of fees on clients. Josh, and his son Judd, manage client capital independently, yet collaboratively.
Josh has employed his Multi-Cap Liquid Focus Strategy for most of his career. Judd manages the Family Endowment Portfolio, an equity strategy modelled on the traditional “60/40” approach with a risk profile that is less volatile than the broader market.
Josh Arnold has been an investment advisor in Minnesota for over 40 years. A South New Jersey Native, he has long resided in Edina. Since 1981, Josh has hosted the radio show “Money Talk,” providing investment insights to the local community. In 2020, his son Judd joined the firm as an investment manager. Judd, a graduate of Edina High School, made his way to Wall Street after college and initially worked as an investment banker at Lehman Brothers. Subsequently, Judd worked as a senior investment professional at three of the largest hedge funds in the industry (Citadel, King Street Capital and Anchorage Capital Group). Most recently he was a Managing Director at Neuberger Berman, where he helped manage a market-neutral equity hedge fund. Judd has over 16 years of investment experience.
Josh Arnold Investment Consultant is a Registered Independent Advisor and Wealth Management firm based in Edina, Minnesota.