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Arlen Corporation is determined to be the preeminent provider of
financial advice for high net worth individuals and select business
entities in the Northeast. Our niche is well-defined and we are
strategically positioned.
We are determined to be an invaluable resource for our clients
by helping them to achieve their stated financial goals and dreams:
Our clients are individuals and couples with a minimum liquid investable capital amounting to $500,000. Ideally, these individuals have the following characteristics:
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They are uniquely connected and caring to loved
ones and/or philanthropic institutions. |
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They possess the ability to take action to
achieve the goals and dreams they have articulated. |
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They are impact makers in their communities. |
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They are profoundly connected to things outside
of themselves. |
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Most of these individuals pursue both financial
success and personal fulfillment. |
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They can appreciate that |
Our clients are those corporate business entities that have highly
compensated individuals they wish to retain, attract and reward.
Privately held firms and smaller, publically-traded corporations:
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Minimum annual plan contributions: $100,000 |
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Assets Under Management: $2,000,000 |
Select few large, publically-traded corporations:
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We need to be certain that a personal relationship
can be established. |
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We will create funding solutions in-house for
most situations and
strategically align with outside entities as needed for very
unique
design and funding issues.
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