Since its inception in 2007, Arch Global Advisors has steadily grown and evolved, becoming a trusted name in financial planning and wealth management. Under the leadership of managing partner Sardar Sheraz Iftikhar, the firm has navigated numerous market challenges while placing a strong emphasis on trust, transparency, and client-centric solutions.
Reflecting on the firm’s journey, Iftikhar recalls the crucial role that trust played during difficult times, particularly during the financial crisis.
"I remember April 2008, the market was down about nine percent and we thought that was the bottom. Fast forward a year, the market was down about 40%. A big component for us during that era was to build trust—to make sure that we create a platform that's transparent and that can take an unbiased approach."
This commitment to transparency and trust has been a cornerstone of Arch Global Advisors' success. From managing less than $10 million in assets initially, the firm has grown exponentially, now overseeing over $400 million. The firm’s comprehensive financial planning process is designed to understand clients' unique needs and challenges, ensuring that solutions are client-focused rather than product-driven. "In this day and age, especially with the client demographic we deal with, it's important to provide comprehensive, consolidated services," says Iftikhar.
A key element of this holistic approach is the integration of multidisciplinary services, including accounting and legal insight, which allows Arch Global Advisors to offer a coordinated and comprehensive planning experience.
"An accountant may think he's taking the best approach for the client's interest, but once he hears our input, he may change his views, and vice versa," Iftikhar explains. This collaborative approach ensures that clients receive well-rounded advice tailored to their specific situations.
In addition to its financial planning, Arch Global Advisors is deeply committed to making a positive impact in the communities it serves. The firm proudly supports nonprofit organizations such as South Bronx United, which enriches the lives of young people through soccer, education, and mentoring, and Achilles International, which empowers individuals with disabilities through athletic training and events.
As Arch Global Advisors continues to grow and expand, its dedication to providing the highest level of professionalism and support to clients remains unwavering.
"We’ve added a few fundamental services or features to our platform over the years that have been part of our success," says Iftikhar. "It's this continuous evolution, combined with our focus on trust and transparency, that drives us forward."
Fraud losses among Americans 60 and older surged 43 percent in 2024, led by investment schemes involving crypto and social manipulation.
The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.
"It's like a soap opera," says one senior industry executive.
The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
It's a showdown for the ages as wealth managers assess its impact on client portfolios.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
