ARTAIS Capital Management offers ongoing portfolio management and project-based financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. ARTAIS Capital Management evaluates clients' current investments, builds personalized portfolios using mutual funds, equities, bonds, and exchange-traded funds, and provides regular portfolio monitoring. Clients can also choose from research-driven model portfolios. In addition to investment management, ARTAIS Capital Management offers project-based financial planning covering cash flow, debt management, college savings, financial goals, investment analysis, retirement planning, and risk management. ARTAIS Capital Management works with individuals, high-net-worth individuals, corporate or business entities, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are subject to negotiation. Custodians may also charge an annual per-account fee.