2014 ARETE ANNUAL CONFERENCE
We’re happy to announce that Karlton Kleis, one of our founding partners, was honored recently at the Arete Wealth Management annual conference. Arete, as you’ll recall, is our broker/dealer and the firm through which we clear all of the transactions made by our clients.
Karlton was recognized for his work on the Arete Investment Committee which vets and approves all investment opportunities prior to their presentation to clients.
“Karlton has been an integral part of our Investment Committee from the first day he stepped into the role,” said Joshua Rogers, founder and CEO of Arete Wealth Management. “His willingness to go above and beyond in the pursuit and due diligence of innovative investment opportunities for our clients made him an obvious choice for the first annual Arete Excellence Award.”
We hope you’ll join us in congratulating Karlton and urging him to keep up the good work!
