Arimathea provides investment advisory services, including asset management, comprehensive portfolio management, and financial planning. They offer a traditional advisory relationship and a digital experience through PuriFi. Arimathea integrates Catholic moral principles into investment decisions, avoiding companies involved in practices conflicting with Church teachings. They use signaling arrangements and sub-advisory relationships to guide investment decisions.
Fee Structure
Arimathea offers investment management through traditional and digital platforms. The maximum annual fee for traditional asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. PuriFi digital platform clients pay a tiered fee based on assets under management. Core tier (digital-only) is 0.65% annually, and Premium tier (with advisor access and planning) is 1.25% annually.