Reliable & innovative fixed-income advice tailored to market conditions and clients.
In partnership with Imperium Markets
At Arlo Advisory, we combine technology and expert advisory services to serve local councils, corporates, universities, non-profits, and more on capital preservation and optimal returns.
Innovative tech driven and expert fixed income advisory services
Arlo Advisory is a leading provider of innovative financial services that combines cutting-edge technology and expert fixed income advisory services. We are dedicated to serving a wide range of wholesale clients and helping them achieve their financial goals.
Proactive & timely advice
Our proactive financial advice is timely, forward-thinking and tailored to clients' goals and circumstances, with the aim of achieving optimal results.
Stay ahead of the game in a volatile market
To stay ahead of the game in an ever-changing market, it is essential to continually adapt, innovate, and anticipate emerging trends and opportunities.
Experts in Fixed Income products
Our product coverage includes, but is not limited to: Cash, Term deposits, Certificates of deposit, Floating rate notes (FRN), Bonds, Managed Funds, & Structured products.
Have access no matter where you are
Access to a secure cloud platform allowing for the digitisation of transacting, compliance, and reporting processes, ensuring enhanced efficiency, accuracy, and security of financial operations.
Our approach to a more innovative advisory solution.
At Arlo Advisory, we are committed to delivering results for our clients. Whether it's preserving capital, optimizing returns, or achieving other financial goals, we are dedicated to helping our clients achieve success.
Capital Preservation
Our focus on capital preservation aims to protect an investor's capital from loss while generating a steady income stream. It involves diversifying investments and employing risk management techniques to mitigate downside risks.
Risk Management in line with policy
We help investors design and adhere to their investment policy by identifying, assessing, and mitigating risks that may affect their portfolio. This includes developing risk management strategies, monitoring risk exposures, and implementing risk mitigation measures.
Best possible return based on risk frameworks
Achieving the best possible return based on a risk framework involves balancing risk and reward by optimizing investment opportunities that align with an investor's risk tolerance and investment objectives, while minimizing potential downside risks.
Secure digital platform
Partnering with Imperium Markets for access to a secure fixed income platform provides benefits such as increased efficiency, accuracy, and security of fixed income transactions, real-time access to market data, and streamlined compliance and reporting processes, resulting in improved investment outcomes for clients.
Meet our Team
Led by Michael Chandra, our team have a wealth of knowledge and expertise in the Fixed Income market. Our performance is proven by our success in navigating through various market cycles and economic conditions.
Michael Chandra
Michael has +15 years experience working in the financial markets as a senior client advisor, analyst and client relationship manager to wholesale middle market and institutional clients, in particular, the local government sector. Michael is currently responsible for providing advice on over $7bn of client funds across +40 wholesale investors.Michael provides pro-active fixed interest advisory services by sourcing investment opportunities from ADIs, branches and other financial intermediaries. He has continually generated superior returns and enhanced client outcomes, whilst protecting capital and meeting his clients specific risk profiles. He is regarded as being highly reliable, trustworthy and always focusing on the best interests of his clients. With the strong and consistent long-term outperformance of his clients’ portfolios and a focus on streamlining his clients processes and reporting, Michael is highly regarded as a leading investment advisor within the wholesale fixed income investment market.
Qualifications
- Bachelor of Commerce, Major in Finance, University of Sydney (2005)
- Honours in Econometrics; University of Sydney (2006)
Melissa Villamin
Melissa has +20 years’ experience working as a credit analyst, research assistant and senior client advisor, both in Australian and the US. Most recently, she has worked 14 years at Amicus Advisory providing research and advice to local councils, fund managers, small financial institutions and listed corporates. She assists in all aspects of the research and analysis of clients’ fixed income portfolio, report writing and client enquiries.
Qualifications
- Bachelor or Arts: Economics & International Studies, Minor French Studies at Washington College, Maryland USA (2001)
- Masters of Business Administration: Finance at University of Baltimore, Maryland USA (2004)
Ready to meet with us?
If you're looking for a reliable and innovative partner who can help you achieve your financial goals, look no further than Arlo Advisory.