Arlington Wealth Management

Arlington Capital Management, Inc. is an SEC Registered Investment Adviser established in 2000, offering Wealth Management and Investment Management services. The firm, led by Joseph LoPresti, manages $200,051,002 in discretionary assets as of 12/31/2024. Wealth Management involves a systematic consulting process to address clients' financial goals. Investment Management includes model portfolios based on risk type, with strategies like Proactive Asset Allocation and Buffered Strategy. Arlington combines quantitative models with qualitative research for attractive risk-adjusted returns. The firm may recommend private placements like Delaware Statutory Trusts. Fees are based on assets under management, with Wealth Management minimum quarterly fee at $3,750 and Investment Management at $1,875. Arlington does not charge performance-based fees and acts as a fiduciary. Clients have investment discretion via Limited Power of Attorney. The firm does not vote client securities and does not require prepayment exceeding $1,200. Arlington does not receive referral fees and has no custody of client assets. The firm has a Code of Ethics, reviews accounts periodically, and does not vote proxies on behalf of clients. Clients are encouraged to review custodial statements for accuracy.