Investment Management
Built on Trust

Personalized portfolio management for individuals and families, grounded in disciplined analysis and transparent communication.

Email Abraham

What We Do

Portfolio Management

Customized investment strategies aligned with your goals, risk tolerance, and time horizon.

Long-Term Focus

Patient, disciplined investing with a focus on sustainable wealth building over time.

Personal Service

Direct access to your adviser. No call centers, no layers of bureaucracy.

Get in Touch

Questions about our services? Ready to get started? Reach out directly.

Abraham McAllister
Managing Member
abraham@armfi.com (617) 520-4044

ARM Financial Assistant

AI-powered • General information only – not investment advice

Use this assistant to learn more about our services. It cannot provide personalized investment advice. All conversations are logged for compliance.

Regulatory Disclosures

Review our required disclosure documents for complete information about our services, fees, and business practices.

ADV Part 2 Brochure
Detailed information about services, fees, and business practices
Form CRS
Client Relationship Summary describing our advisory relationship
Privacy & Data Use
How we collect, use, and protect your information
ARM Financial Assistant
AI-powered • Not investment advice

Welcome! I'm the ARM Financial Assistant, here to help with general questions about our services.

Please note: I'm an AI assistant and cannot provide personalized investment advice. All conversations are logged for compliance purposes.

How can I help you today?

All conversations are logged for compliance purposes.