Aro Asset Management

Aro Capital

Aro Asset
Management

Investing for the long term

We help advisors build scalable and efficient businesses, with a focus on risk

Tailored Risk Profile Model Portfolios

Model Portfolios tailored for advisors and their clients, with a proven track record.

Integrated Investment Process

Centralised Investment Proposition for advisors to provide a compliant, efficient and risk focused service to their clients

Efficient & Scalable Support

Experienced team, working with advisors to provide active management for their clients in an efficient proactive way

About Us

Portfolio Managers

Aro is a boutique investment manager specialising in tailored investment solutions. Aro manages funds on behalf of family offices, institutions, individual investors on behalf of their advisors with a focus on long-term outcomes for its investors. Aro's focus and vision is to build long term, trusted relationships by providing value-based outcomes for both advisors and their clients.

We focus on risk, with the Aro portfolio consistently in the top 5% of Australian equity funds in regard to the Sharpe Ratio and performance.

Tailored Solutions

Aro are experienced professionals with focus on helping advisors manage their clients' investments.

Personal Commitment
Proven Performance
Dedicated Service
Practical Approach

Portfolio Performance

as at
31 Mar 2022

1 Year

3 Years p.a.

3 Years (total)

Sharpe Ratio

FE Risk Score

Macro

19.1%

14.6%

50.5%

0.44

92

Growth

 10.0%

9.9%

32.6%

0.27

72

Balanced

 6.4%

7.2%

23.0%

0.15

51

Conservative

 3.8%

5.2%

16.4%

0.05

39

ASX200 Accum.Index

 14.9%

10.6%

35.2%

0.22

100