A Holistic Focus on
Your Financial Health
Ariston Services Group, LLC is an independent, privately-owned fee-only investment management firm based in San Diego, California, since 2008. Peter E. Shenas, CFP, CIMA, founded Ariston after 18 years at Smith Barney, where he served as the First Vice President of Wealth Management, Senior Investment Management Consultant, and Financial Planning Specialist.
At Ariston, we want to hear your story. You’ve built your wealth by living an amazingly productive life. You have a great story to tell, and to serve you best, we want to know about you. How did you get to where you are, what struggles did you overcome, how many risks did you face during the process? Understanding your values and your journey is the most important part of our process.
Ariston’s Family Office Approach
A family office approach simplifies the complexity of managing your wealth. It’s a way to centralize your wealth with
trusted and proven experts focused on serving your dynamic needs.
Focused on Serving You
Ariston Services Group is a service-intensive firm. You’ll receive monthly statements from an unaffiliated custodian and have 24/7 online access to investor information through our website. In addition, you will always have unrestricted and direct access to our principals. Ariston will meet with you regularly and respond promptly to inquiries.
Ariston is an independent, fee-only investment firm. Our investment decisions are not dictated by any brokerage firm, investment bank, or mutual fund company. We are not paid commissions, and we don’t trade accounts to generate income. Fees are based solely on assets under management. Ariston is structured to only be aligned with your interests.
Your Assets are
Ariston Services Group, LLC is dedicated to the preservation and growth of assets entrusted under our management. The financial strength and security of the custodian we recommend are vital to this goal. Ariston currently recommends Charles Schwab as custodian for client assets.