Investment Management

We are firm believers in the mantra, “slow and steady wins the race”.  Oftentimes human psychology often impairs one’s ability to make clear, disciplined and unemotional decisions.  This day and age is full of noise, hype and oftentimes excessive media coverage.  This is where the experience and leadership of Arya Lane Capital stands out.

We understand the world we live in is constantly changing politically, socially and economically.  We recognize the macro and micro economic shifts that dictate global central bank policy.  We can identify the longer-term secular trends that can shape the next several decades.  Because of our ability to recognize and understand these changes, we seek to develop very robust, risk managed investment portfolios with long-term risk metrics.  We combine these models with tax efficient municipal and corporate fixed income offerings along with non-correlated asset classes to provide proper asset allocation based on the client’s objectives.

To steal a common phrase from baseball, we are looking to hit singles and doubles, not homeruns.  We strive to achieve a risk adjusted return that meets the goals and target returns stated in the plan.  The mere compounding effect of those returns over 10, 20, 30 and 40 years offers strong growth potential.  We believe this risk managed investment management process is what differentiates Arya Lane Capital from the rest.  



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Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond’s price. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.

Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.