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## Why Arlington Capital Partners

Arlington Capital Partners was founded so that the people we serve could benefit from a more personalized service, more sophisticated financial planning, and a broader array of solutions than what is offered by a typical financial institution.

TAX EFFICIENCY

We look to create opportunities that allow our clients to enjoy more of their wealth and minimize taxes.

PORTFOLIO MANAGEMENT

With our own portfolio manager applying his 20+ years of active experience, we look to drive investment strategies that enhance the returns of our clients’ portfolios.

LOYALTY

Above the reliable and responsive customer service we provide every day, we offer a commitment to our clients based on our integrity to build a long-term relationship that always focuses on their best interests.

INDEPENDENCE

As an independent firm, we work in an open architecture that gives us access to the industry’s most advanced technologies and tools that enhance our ability to build financial plans, source investment solutions, and manage sophisticated portfolios.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.