Arvest Investments, Inc.
Arvest Investments, Inc. is a broker-dealer and investment adviser headquartered in Fayetteville, Arkansas. It operates as a wholly-owned subsidiary of Arvest Bank and does business as Arvest Wealth Management. Founded as an Arkansas corporation and conducting investment advisory business since 2004, the firm provides a range of investment security products and advisory services primarily to retail clients through Arvest Bank branches across Arkansas, Oklahoma, Missouri, and Kansas. As of December 31, 2022, it reported over $2.7 billion in regulatory assets under management. Arvest Investments, Inc. serves individual investors, trusts, estates, retirement plans, and institutional clients, and employs financial professionals throughout the region.
Investment Strategy
Arvest Investments, Inc.'s investment strategy centers on delivering value-oriented, diversified portfolios focused on consistent, long-term performance. Their offerings include ETF strategic model portfolios based on broad diversification and low cost, as well as managed equity portfolios emphasizing quality, value, and diversification. The firm’s equity philosophy prioritizes quality securities with proven track records, attractive valuation, and good current dividends, aiming for capital preservation and long-term growth rather than short-term market timing. Portfolios are constructed to be well-diversified by issuer and industry to manage risk. The organization also provides retirement plan consulting, advice, and financial planning services.
Top Holdings
Equity Positions (182)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.22% | $50.3M | 839,455 | $47.93 | $59.92 | +$1.5M |
R RSP | INVESCO EXCHANGE TRADED FD T | 6.86% | $47.8M | 252,054 | $159.55 | $189.70 | +$1.1M |
G GIGB | GOLDMAN SACHS ETF TR | 4.69% | $32.7M | 699,798 | $46.26 | $46.69 | +$507.3K |
J JMBS | JANUS DETROIT STR TR | 3.99% | $27.8M | 608,998 | $45.66 | $45.67 | -$926.3K |
I IVV | ISHARES TR | 3.26% | $22.8M | 34,000 | $479.99 | $669.30 | +$1.4M |