Arden Account Type

Arden offers a variety of account types to cater to different investor needs. The main types of accounts include:

• Managed Accounts: These accounts allow investors to maintain full ownership of their assets while providing position-level transparency. The managed account platform features integrated administration, middle office services, and relationships with prime brokers.

• Brokerage Accounts: Arden provides brokerage accounts that allow clients to buy and sell securities such as stocks, bonds, and ETFs. These accounts can be cash accounts, where investments are made only with deposited funds, or margin accounts, which allow borrowing to invest.

• Investment Advisory Accounts: These accounts are designed for clients seeking personalized investment strategies and financial planning services. Arden Advisory manages assets with a focus on long-term capital appreciation while attempting to reduce risk and volatility.

Arden Broker Account Opening Process

Opening an account with Arden involves a straightforward process:

• Select Account Type: Determine which type of account best suits your investment goals, whether it be a managed account, brokerage account, or investment advisory account.

• Gather Required Information: You will need to provide personal information, including your legal name, current address, Social Security number (or tax ID), and banking information (such as bank name, account type, routing number, and account number).

• Complete the Application: Fill out the application form for the selected account type. This can typically be done online and should take around 15 minutes.

• Fund Your Account: After your application is approved, you will need to fund your account. This can be done via electronic transfer from your bank account or by mailing a check. Ensure that you have the necessary banking details ready.

• Start Trading: Once your account is funded, you can begin trading and managing your investments according to your chosen strategy.

For more detailed information about Arden's managed account platform, visit Arden Asset Management.