Applied Intelligence
Optimized Solutions
Learn more about Arch Indices and VWI
Get the latest news and updates from Arch Indices
Variance Optimized Indexing (VOI)
VOI is a proprietary methodology developed by Arch Indices to optimize the weightings of assets in a portfolio. VOI weights assets to maximize the portfolio goal while minimizing volatility by taking into account three factors: 1) goal to maximize, 2) asset volatility, and 3) asset correlation to the rest of the portfolio.
VOI is customizable to handle a wide variety of goals and assets.
4 Common Mistakes Income Investors Make
Millions of retirees are missing their income goals.
Avoid these common mistakes to achieve your retirement income goals.
- Focus only on the high headline yield
- Lack of diversification across asset classes and ignoring portfolio construction
- Not having enough liquidity
- Not preparing for potential shocks
We share our insights on these four common mistakes and how an optimized income portfolio of both bonds and dividend stocks can help you achieve your retirement income goals.
An optimized income portfolio can be a powerful tool to generate retirement income while minimizing portfolio volatility and drawdown.
Disclosure
No Rendering of Advice
Arch Indices Investment Advisors LLC ("AIIA") is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission ("SEC"). AIIA provides asset management and related services for clients nationally. AIIA will file and maintain all applicable licenses as required by the state securities regulators and/or the SEC, as applicable. AIIA renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to any applicable exemptions or exclusions.
This web site is intended to provide general information about AIIA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.
We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
AIIA will provide all prospective clients with a copy of our current "Brochure" and "Brochure Supplement" prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.