Overview
ArchPoint Investors (“ArchPoint” or “we”) supports families of exceptional wealth with the management
of their investment portfolios. We were founded in 2009 and under the name Botty Investors, LLC.
ArchPoint’s initial clients were several families of significant prominence in the United States of
America. Currently, ArchPoint continues to provide wealth management and investment advisory
services to clients on a discretionary and non-discretionary basis, both as separately managed accounts
and as private fund accounts.
We initially meet with clients to determine their services requested, risk tolerance and time constraints
and establish acceptable goals, policies, and investment objectives. The requirements may differ even
across the same client’s accounts, trusts, or other investment vehicles, and recommendations
are tailored
based on these needs. Services provided have also included assisting with family office structuring and
liquidity management. ArchPoint utilizes traditional public equity and fixed income investments, but also
alternative investment strategies such as hedge funds, private funds, real estate funds, and direct private
investments. We formally review clients' portfolios no less frequently than quarterly and make
appropriate changes and recommendations to a client's portfolio holdings as needed to maintain the
objectives of the client.
ArchPoint is independently owned and operated by its employees, with Alfredo Botty as the majority
owner. As of December 31, 2023, ArchPoint’s regulatory assets under management were $661,970,087on
a discretionary basis, and $ 2,687,439,725on a non-discretionary basis.