It's Time To Partner With
An Advisor Who Gets You

It's Time To Partner With
An Advisor Who Gets You

It's Time To Partner With
An Advisor Who Gets You

Wealth Management

For most people, their financial achievements serve as a means to let them realize their deeper goals, whether it’s to retire comfortably, purchase a new home, or to provide for a legacy.

Knowing your “why” better allows us to help with your “how,” which is why our wealth management services typically begin with developing a financial plan or by addressing a customized subset of planning issues.

It’s here that we come to understand your personal situation and financial goals, your relationship with money and your prior investing experience before we implement a strategy to meet your wealth goals.

Our Investment Philosophy

At Artemis, our intellectual framework is built upon diversification of risk, dynamic allocation, opportunistic rebalancing, and efficient execution.

Portfolio Risk Diversification

We draw upon a wide investment opportunity set, including stocks, bonds, real estate, and commodities. We believe that effective diversification means not only allocating capital across a wide range of asset classes, but also across economic and market risk factors. We also directly incorporate sustainability risk factors into our investment process. Click to learn more about our approach to Sustainable Investing.

Dynamic Asset Allocation

We monitor the relative performance and valuation of various asset classes against a changing global economic backdrop. We make dynamic allocation decisions based on perceived opportunities and risks across investment domains, taking into account changes in market conditions, valuation parameters, and the potential tax consequences of any reallocation decisions.

Opportunistic Rebalancing

Portfolio rebalancing involves trimming investments in those asset classes that have performed well, and adding exposure to asset classes that have underperformed. We make rebalancing decisions opportunistically, when allocations have moved materially away from target. According to research on rebalancing methods, the benefits of opportunistic rebalancing on portfolio return can be more than double that of time-based rebalancing.

Efficient Execution

We are scrupulous about managing investment transaction costs and maximizing tax efficiency. In addition to utilizing low-expense, tax-efficient funds, we pay close attention to ‘tax location’; i.e., optimizing our client’s investments across their taxable and tax-deferred portfolios to minimize liabilities. We don’t hesitate to utilize tax-loss harvesting techniques to offset other capital gains as appropriate.

If It Sounds Like Artemis May Be The Right Fit For You,

We encourage you to connect with one of our advisors today.