Arete Asset Management, LLC is an independently owned, registered investment advisor based in Baltimore, Maryland. Founded by David Robertson, CFA, the firm specializes in providing professional investment services at a fair price. With a focus on investment strategy and management, Arete aims to establish robust asset allocations that can navigate various investment landscapes over the long term. Utilizing active management, the firm dynamically adjusts weights and securities based on prospective return and diversification profiles, aiming to compare favorably with balanced funds commonly found in retirement programs.