About Us

About Us

At AAREA , we create freedom for our clients, team members and partners.

Clients choose us for our independent advice, being strategically aligned with their interests and our results-oriented approach.

AAREA provides a unique direct lending platform and full service loan administration to private clients and select institutions without pooling funds or syndicating. We build deep, enduring relationships to help our clients thrive, prosper, and achieve what matters to them.

Our uncommon expertise, culture of excellence and alignment of interests with our clients provides them with deep confidence.  Our client relationships are further strengthened by our entire team’s commitment to the CFA’s Code of Conduct and Statement of Investor Rights.

As entrepreneurs, we are highly agile and actively embrace change to continually increase the value we provide to our clients. Our strategy is built on three principles:

  • delivering a successful lending experience to our clients
  • being admired and respected as a firm in our industry, and
  • pursuing sustainable profitability

We believe that ideas are currency and that creating value creates freedom. We operate with ethics as our first principle and always place client interests first. We don’t settle for the status quo, and we don’t believe in perfection – only continuous improvement. We are passionately protective of our clients and their control by supporting their investment decision process. We know we aren’t for everyone, and we like it that way.

Our team

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Let’s talk about freedom.

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