Arrow Investment Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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18 Years

in Business

(301) 260-0164Visit WebsiteMap & Directions2943 Olney Sandy Spring RdOlney, MD 20832 Write a Review

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Email: Email Business
AKA: Arrow Investment Advisors LLC
Other Link: http://www.arrowfunds.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (301) 260-0164

Address: 2943 Olney Sandy Spring Rd, Olney, MD 20832

Website: http://www.arrowfunds.com

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Arrow Investment Advisors

Roth IRA
Complete this form to transfer assets directly to a new or existing Arrow Funds IRA, convert from a Traditional IRA to a Roth IRA, transfer from an existing Roth IRA, or roll over a Roth IRA.

Investment Management
Jon joined Arrow Investment Advisors in October 2013 after spending seven years with Longview Funds Management, LLC. During his tenure at Longview, he served the Principal, Director of Research and Chief Investment Officer of the firm. Prior to Longview, Jon spent seven years as the head of the Proprietary Hedge Fund Group of Alex Brown & Sons, Inc., followed by five years serving as the head of Alternative Investment Product Development for Legg Mason Wood Walker, Inc. Throughout his investment management career, he has practical experience working with index design, active portfolio management, trading, manager selection, due diligence, marketing and fund administration.
Mutual Funds
Joe is a founding member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds. His responsibilities include investment strategy, business development and marketing. Joe's experience of more than 25 years includes six years at Rydex Investments, where he was positioned at the helm of Rydex research, educating financial intermediaries on how to use Rydex Funds. He created fundamental and technical research tools and developed momentum models with Rydex sector funds. As Director of Product Development, he was responsible for researching new strategic opportunities, as well as creating high-quality investment products and services. He also initiated the research to create and launch the firm's first buy-and-hold mutual fund, the Rydex Sector Rotation Fund. Joe and his team were responsible for developing innovative index and smart beta ETFs, including the S&P 500 Equal Weight ETF (Symbol: RSP).
Bonds

Accounting Services

Retirement Planning
Asset Management
The Arrow Reserve Capital Management ETF (ARCM) is a conservative ultra short-term fixed income fund that invests in a variety of investment grade fixed income securities with maturities generally ranging from 0 to 2 years. The fund is sub-advised by Halyard Asset Management, LLC, leaders in reserve capital and fixed income strategies.

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