Investment and Wealth Management
Investment and Wealth Management
At Arian Holding Investment Management, our goal is to provide outstanding long-term performance to a diverse client base that includes institutions, corporations and individuals worldwide. With a comprehensive suite of investment management solutions and services, we are dedicated to helping our clients achieve their investment goals.
Since 1931, we've helped millions of investors around the world achieve their goals.
A portfolio built for what matters
We build custom portfolios to meet each client’s unique needs and goals, all in pursuit of outperformance.
Our experienced investment teams harness a world-class network of global managers to help us realize each portfolio’s greatest potential.
Because the best portfolio is the one that’s right for you.
Personal attention and world-class research
At Arian Holding Investment Management, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, scale, and longevity we have built over nearly five decades of investing, while providing them with experienced and trusted investment teams who are meant to feel like an extension of their own teams.
A dedicated advisor can work with you to help create a plan for your full financial picture, collaborating with you on changes as your needs evolve. Knowing you have a plan focused on what’s most important to you—that’s The Planning phase. And it starts with a conversation.
Already working 1–on–1 with us?
A dedicated advisor
Your advisor will get to know you and what’s important to you. Together, you’ll partner on a customized plan designed to help grow and protect your wealth.
Comprehensive planning
We can help you build a personalized plan around your full financial picture, covering topics like retirement, taxes, health care, and estate planning.
Personalized investment management
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
How we can work together
Through one of our eligible advisory offerings
A: Pool Wealth Management
Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.
B: Private Wealth Management
You’ll have your own wealth management team, led by your advisor, and comprehensive financial planning and investment management.
