Arista Advisory Group, LLC

Arista Advisory Group, LLC is a financial advisory firm based in Albany, NY, established in October 2016 by Gerald Max Schwartz. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Arista Advisory Group acts as a fiduciary, making investment decisions in the best interest of clients. The firm offers pension consulting services, financial planning, and limits its investment advice to various securities, including mutual funds, fixed income securities, and real estate funds. There is no minimum account size required for clients. Fees for portfolio management are asset-based, ranging from 0.60% to 1.00% annually, depending on the total assets under management. Clients may terminate agreements within specific timeframes without penalty. The firm does not participate in wrap fee programs. Arista Advisory Group does not accept compensation for the sale of investment products and does not charge performance-based fees. The firm's investment strategies include fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading, margin transactions, and options trading. Clients receive quarterly account reviews and reports. Gerald M. Schwartz and Bernard C. Murphy are the key advisors at the firm, both Certified Financial Planners with extensive experience in the financial industry.