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## Equities: diversify and grow

At Arlington Capital Partners, we understand equities’ vital role in a well-diversified portfolio, and we are committed to helping our clients find the right investment solutions for them.

## The power of equities

Equities, also known as stocks, represent ownership stakes in companies, giving investors access to a share of a company’s profits and growth potential. Over the long term, equities have historically delivered higher returns than other asset classes, making them a key component of many investors’ portfolios.

However, equity investing also comes with its share of risks. Stocks’ values can fluctuate based on various factors, including economic conditions, market sentiment, and company-specific events. This is where the expertise and guidance of a skilled investment partner can add value.

## Our approach to equity investing

At Arlington Capital Partners, we take a disciplined, research-driven approach to equity investing. Our experienced teams of investment professionals are dedicated to identifying the most compelling opportunities across global markets while carefully managing risk. We provide a range of equity strategies designed to meet the diverse needs and objectives of our clients.

## Global Equities

Our global equity strategies focus on investing in alpha opportunities across sectors and regions. We combine rigorous fundamental analysis with a keen understanding of international market dynamics to identify attractive investments.

## Swiss Equities

Our Swiss-based team leverages its deep understanding of local and global markets to uncover high-quality Swiss companies with solid growth potential and sustainable practices across all market caps.

## Impact Investing

Our Impact Investing franchise seeks out innovative companies set to capitalise on changing regulations, disruptive technologies, and shifting consumer demands. Our approach focuses on long-term value creation opportunities, while promoting a sustainable future.

## SMIDs

The small- & mid-cap segment presents a promising investment opening as it is relatively under-researched. It can provide investors with opportunities to capitalise on substantial growth potential, while diversifying beyond mega-cap stocks and/or passive investments.

## Your partner in equity investing

The dynamic world of equity markets presents both excitement and challenges. This is where the value of a knowledgeable and experienced partner is truly differentiating. Our dedicated teams across Swiss, global, and Japanese equities are committed to uncovering compelling opportunities while carefully managing risks.

Take the first step towards unlocking equity markets’ potential. Contact our specialists today to discuss how our distinctive approaches can help you achieve your investment aspirations.

## 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.