Global Beta Advisors provides investment advice through its online platform, Artha. Clients complete a risk questionnaire and select a model portfolio. Global Beta manages these models and client accounts with discretion. They may also use sub-advisers. The firm also offers asset allocation services, providing recommendations that clients are responsible for implementing. Investment advice is tailored to each client's financial situation.
Fee Structure
Global Beta Advisors uses the Artha platform, which charges a monthly fixed fee for access and use of model portfolios. The monthly fee varies based on the level of support provided, trading volume, and the cost of custodial, trade execution, and advisory services. Users also pay a performance fee based on the model portfolio's outperformance over its benchmark. Third-party models may also be available on the platform, with compensation arrangements negotiated with the manager.