The Fund

What is the Archalos Fund?

How we choose

Every holding has to clear two bars.

Most funds make you pick a lane — invest by your values, or invest for performance. Archalos is built on the belief that you don't have to choose. Every company we hold passes both tests.

The values bar

We screen in for character — how a company leads, how it treats its people and customers, and whether it's built to do things the right way. Companies that conflict with those principles don't make the portfolio.

The quality bar

We pair that with disciplined fundamental and valuation analysis — financial strength, a durable competitive position, and the ability to compound value over a decade, not a quarter.

No compromise on either. That's the whole idea.

Archalos Fund

Archalos is a values-based investment fund, born from a single insight: the most enduring companies are those grounded in strong principles and values.

As an investment strategy, this means we believe that companies that do things the right way tend to win in the marketplace and are excellent long-term investments.

We have created a process that brings qualitative excellence into sharper focus then pairs it with disciplined financial and fundamental analysis. Our strategy is to delineate the more elusive qualities of companies:

Do they have a strong company culture?
Do they treat their employees and customers well?
Do they give back to their communities?
Are they contributing to positive change in the world?
Are they relentlessly focused on excellence?
Are they dedicated to constant innovation?

The result is a high-conviction portfolio built not on trends or tactics, but on timeless principles. This creates a portfolio that at once supports good values and gives what we believe to be a high probability of competitive long-term returns.

The difference

A different way to build a portfolio.

Three choices that set Archalos apart from both conventional values funds and conventional active managers.

We screen in, not just out

Most values-based funds simply exclude. We actively seek the qualities — culture, character, leadership — that research links to enduring success.

Conviction over closet-indexing

Instead of holding hundreds of names to hug a benchmark, we hold a focused 50–75 companies we actually believe in.

Built to endure, not to trade

We’re not timing markets or chasing sectors. We own solid companies and let quality compound over time.

Your portfolio

A portfolio you can see all the way through.

When you invest with Archalos, you own a separately managed account custodied at Charles Schwab or Fidelity — not a black box.

Every position is yours and fully visible. You keep transparency into each holding, daily liquidity, and a clear quarterly view of your account.

Your separately managed account

50–75 holdings — each one visibleNo pooled fund, no black box. You see exactly what you own.

Custodied at Schwab or FidelityYour assets are held by a major, independent custodian.

Daily liquidityAccess your capital, typically within 1–2 business days.

Quarterly snapshotA clear, regular view of how your portfolio is positioned.

Ready to invest?

Your values. Your performance. One portfolio.

Stop choosing. Start compounding the kind of capital you're proud to own.

We offer digital onboarding with a simple online form — you can have a fully-funded Archalos account in just a few days, custodied at Charles Schwab or Fidelity.

Disclosure and Legal Notice

Archalos and its representatives maintain compliance with current SEC registration and applicable state notice-filing requirements in the jurisdictions in which Archalos conducts business. Archalos may provide advisory services only in those states where it is properly registered or has obtained an exemption or exclusion from applicable registration requirements.

The Archalos website is intended solely to provide general information regarding the firm's advisory services. The publication of this website should not be construed as a solicitation, offer, or recommendation to effect transactions in securities, or to render personalized investment advice for compensation via the Internet. Any direct communication with prospective clients shall be conducted by an Archalos representative who is properly registered or otherwise exempt or excluded from registration in the relevant jurisdiction. The Advisor's judgment about the quality of a particular company may prove to be incorrect.

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The information provided on this website is offered as a convenience for general informational purposes only, without charge. Archalos does not warrant the accuracy, completeness, or timeliness of any content and does not guarantee that access to the website will be uninterrupted, error-free, or free from harmful components. Use of this website is at your own risk.

Archalos expressly disclaims all liability for any direct, indirect, incidental, special, or consequential damages arising from the use or inability to use this website or its content. In jurisdictions that do not permit such limitations, liability shall be limited to the maximum extent permitted by law.

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Investment Risk and Content Limitations

Investment strategies involve varying degrees of risk, and there is no assurance that any specific investment or strategy — including those referenced by Archalos — will achieve its intended objectives or match past performance results. Certain website materials, such as articles or commentaries, may reflect opinions and positions as of specific prior dates and may not represent current views or recommendations.

Archalos is not a law or accounting firm, and no portion of the website content should be interpreted as legal, accounting, or tax advice. Interactive tools or calculators provided on the website are for illustrative purposes only and do not constitute personalized advice.

By accessing and using this website, each client and prospective client agrees to release and hold harmless Archalos, together with its officers, directors, employees, and agents, from any and all consequences arising from actions taken independently of personalized advice received under a duly executed client agreement.