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Ali Arik

Ali Arik, Ph.D.
Senior Analyst
ali.arik@lpl.com

Ali Arik, Ph.D. | Senior Analyst

Ali Arik joined Pence Wealth Management (PWM) in 2011.  He is a member of the PWM Investment Team and participates in all key investment decisions.

Dr. Arik is Head of the Global Macro and Asset Allocation team.  He serves as an economist, earnings analyst and investment strategist, delivering insights on global and US investment issues for the PWM team and Advisors.  He currently oversees PWM’s fundamental investment portfolio, individual stock selection, creation of UITs, and Funds selection.

Dr. Arik’s research covers topics in macroeconomics, behavioral finance, and econometrics of financial markets.  His main focus of study is to analyze changes in government policies, technology, and consumer behavior (global big knowable themes) in order to target a best-in-class approach at different Choke Points™, while understanding and quantifying headline risk and market sentiment.

Mr. Arik also writes PWM’s daily blog and its periodic Pence Perspectives newsletter with CIO Dryden Pence.

Dr. Arik holds a Ph.D. in economics from Claremont Graduate University and a master’s degree in Economics from University of California at Davis. Ali is a Registered Administrative Associate with LPL Financial.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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