We review portfolios regularly for performance, risk, asset allocation and diversification. We maintain constant open communications with our clients to facilitate this process. In addition, clients receive monthly account statements and periodic performance reports that are designed to assist both our clients and Arroyo Investment Group with the ongoing evaluation of client portfolio. We run your Schedule D gain/loss report for clients regularly throughout the year for tax planning purposes.

Long-Term Investment Horizon

We believe that investment success is measured in years, not months or days.  We avoid market timing and the requisite high costs to employ such a strategy.  This is in accordance with our goal of providing low cost services with a focus on after-tax returns.

Minimum Account Size

$200,000, unless client is adding money monthly to account.