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Business Description |
Ariba Asset Management, Inc. is an independent fee-based investment advisor to individuals and institutions. With over 75 years of combined experience. Our firm's fiduciary duty and primary business is the prudent management of funds owned by institutions (including foundations, endowments, pensions and profit sharing, and charitable organizations), individuals, and their families.
Our policy is to "know each client" and structure a program employing suitable investments that are appropriate and consistent with the client's requirements. Investment instruments employed include fixed income (bonds), equities (common stock and public partnership units), mutual funds, ETFs and listed options (primarily covered calls). Our risk management program may utilize covered calls options along with stop loss tools to limit risk of loss in asset value. |
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| Prepared By: |
Rick Picon |
Frequently Asked Questions |
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