Empower everyone to achieve financial goals through the next generation of passive index solutions
Ingenuity | Integrity | Inclusion
Chief Executive Officer
Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. The company was founded as a passion project to make next generation index solutions accessible for everyone.
Yang spent over a decade in macro solutions, structuring and sales roles at Morgan Stanley, Citi, Deutsche Bank, and Credit Agricole CIB. In his most recent role as Head of Solutions Sales, Americas, Yang built the solutions sales desk from scratch to one of the most productive and highest grossing in the organization. Yang has worked with banks, insurers, and asset managers globally on solutions across asset classes for asset liability, yield enhancement, capital, and tactical opportunities.
Yang has earned a MBA from Columbia Business School and a BS in Economics from Purdue University. Prior to Columbia, Yang worked in research and commodities sales.
Yang and his wife Lauren enjoy exploring the world and finding unique experiences on every continent.
Chief Product Officer
Jacob is the CPO and a co-founder of Arch Indices and Arch Indices Investment Advisors.
Jacob spent over two decades at Citi and its predecessor Salomon Brothers in trading, structuring, and quantitative research/analytics. Jacob has deep expertise working with institutional and private bank clients in multi-asset derivative solutions, cash products, and structured notes. Jacob has extensive modeling and analytics knowledge from roles in research, modeling, and quantitative analysis in both cash products and derivatives.
Jacob has earned a PhD in Mathematics from the University of Minnesota and was an Assistant Professor of Mathematics at Penn State University. Between his retirement from Citi and returning to co-found Arch, Jacob worked with his wife Rebecca in financial planning and advisory.
Jacob and his wife Rebecca and their two children enjoy the great outdoors.
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).
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.
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.
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.