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Arcus Capital’s assets top USD700m


Wealth management firm Arcus Capital Partners says it has added several new clients in the second half of the year and increased its total assets under management to more than USD700m.

Managing partners Stephen Sloan, Ross Singletary and Steve Edwards attribute their firm’s growth—assets under management are up 27 percent since the start of the year—in large part to the fee only business model that is free from conflicts of interest that affect larger firms.

“Our interests are wholly aligned with those of our clients,” Singletary says. “If we want to make an allocation change, whether to get more or less aggressive, we don’t get paid any differently, and our clients know that. It’s very transparent. In the big firm brokerage world, there’s a significant amount of opaqueness.”

In some cases, clients decided to move their assets to Arcus after having entrusted their wealth to other firms for years. In other cases, the clients are entrepreneurs who have sold their businesses and have newly liquid wealth. In both situations,

“We are very proud that both kinds of clients, those moving their assets from another firm and those who have had recent liquidity events, are consistently choosing Arcus,” Sloan says. “We have built a firm that we all believe in, and our model clearly resonates with clients.”

The three managing partners have more than 70 years of combined experience in wealth and asset management. The trio worked together at Credit Suisse private bank before forming Arcus.

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