AIQ Asset Management

A Smarter Way to Manage Portfolios, Powered by Partnership

AIQ Asset Management was created to help independent advisors reclaim their time, reduce complexity, and elevate client outcomes.


As ARC’s in-house asset management and trading platform, AIQ acts as your Insourced Chief Investment Officer (ICIO), a full-service partner that manages investment operations so you can focus on relationships and growth.


AIQ provides:

  • Portfolio construction and ongoing monitoring
  • Strategic and tactical asset allocation
  • Manager and security selection
  • Risk management and performance reporting
  • Trading execution and cash management


With AIQ, you maintain full oversight and client transparency while gaining access to the expertise and infrastructure of a dedicated investment management team.

Schedule a Consultation

Independence with Institutional Power

Unlike third-party managers, AIQ is an integrated division of Advisor Resource Council. Advisors benefit from a single, unified relationship that blends ARC’s advisor-first culture with AIQ’s institutional capabilities.


Through ARC’s partnership with AIQ, you benefit from:

  • Seamless compliance integration under ARC’s RIA framework.
  • No platform fees or repapering.
  • Flexible partnership options for your firm structure.
  • Direct access to portfolio managers and traders.

At ARC, your investment management partner isn’t a vendor, it’s part of your team.

AIQ Asset Management Team

Man in suit smiling, looking at the camera.
Man in dark suit, white shirt, patterned tie, smiling against a gray background.
A woman in a purple top is smiling for the camera.
Woman with long brown hair, wearing a black dress and gold pendant necklace, smiling at the camera.

The AIQ Advantage

Advanced, Adaptive, and Advisor-Centric


While generic platforms offer cookie-cutter portfolios, AIQ delivers thoughtful, risk-managed strategies designed exclusively for ARC advisors.


The AIQ Difference:

  • Thoughtful, Risk-Managed Portfolios – Built to adapt to market change while managing drawdown risk.
  • Exclusive Access – Differentiated strategies not widely distributed.
  • Dynamic Oversight – Active rebalancing and drift monitoring.
  • Dedicated Trading Services – Streamlined, precise execution and exception handling.
  • No Platform Fees – Transition easily, maintain client trust, and scale efficiently.


Strategies

  • Tactical Asset Allocation

    Integrates ETFs and Mutual Funds to produce a differentiated portfolio of your client’s asset allocations. This method interchanges asset classes depending on your client’s risk awareness.

  • Innovative Asset Allocation

    Designed to minimize internal costs and maximize returns by utilizing a combination of momentum investing and multiple actively managed model portfolios, each of which has a different investment objective. Each portfolio aims to achieve returns similar or better than a correlated benchmark, but with less volatility.


    • Stocks
    • ETFs
    • Structured Notes
    • Options

  • Unified Management Acounts

    Created for high-net-worth clients and corporations to provide broad exposure to the equity markets, in a prudent and protected manner by using options to limit the downside risk.

  • Innovative Solutions

    A flexible and adaptive approach to asset allocation; a combination of fundamentals and momentum that is filtered by AI and refined by the Investment Committee.