
At Arden Advisory, we specialize in providing consulting services to Family Offices, focusing on internal processes related to portfolio management, manager selection, and performance reporting. Our team of investment professionals at Arden possesses exceptional qualifications to thoroughly assess your requirements, identify suitable solutions, and effectively execute them.

At Arden Advisory, we specialize in creating personalized hedge fund portfolio allocations that cater to the unique requirements of our clients. We leverage our extensive network and connections within the investment community, including those at Arden, to source top-notch hedge funds. Our investment team primarily focuses on identifying boutique investment managers who have the potential to deliver strong performance regardless of market conditions.

Consult with single/multi-family offices and RIAs to create client performance reporting and analytics through the Addepar investment management platform.

FAMILY OFFICE CONSULTANT / PORTFOLIO MANAGER Mark brings valuable portfolio management expertise to the Ardent Advisory, along with a proven record of building strong relationships and experience in employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying innov
FAMILY OFFICE CONSULTANT / PORTFOLIO MANAGER Mark brings valuable portfolio management expertise to the Ardent Advisory, along with a proven record of building strong relationships and experience in employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying innovative investment strategies, introducing technology solutions, and providing research to support decision-making at the Arden. Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business, and is a Chartered Financial Analyst (CFA).
Tell us more about your goals, and the Ardent Advisory will help you create a plan to achieve them. Schedule some time here: https://calendly.com/mckress with Arden Advisory.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment