ARX is a specialized fiduciary and asset management firm established to oversee Qualified Settlement Funds, which are governed by US Treasury Regulation 1.468(b). We provide a comprehensive suite of financial services to a select group of attorneys and their clients.

Charged with examining the launch of a retail mutual fund business focused on leveraged loans and core fixed income securities.

Led a group responsible for managing nearly $8 billion in institutional and retail fixed income assets under management. Focus on core, core plus, government, investment-grade corporate and short duration strategies. AUM grew by over 50% and key products all performed within top third of peer group during tenure.