How do you help your plan participants meet their retirement goals?

At Artesys, we select funds solely on their performance and that of the fund manager, and actively monitor client accounts, rebalancing them to maximize the expected returns for their chosen level of risk.

We report real portfolio performance results from the date of inception – not peer nor hypothetical model portfolio performance results.

We are an ERISA 3(21) investment advisor –  and can mitigate a Plan Sponsors’ fiduciary risk (when plan participants select the Artesys managed account option). We’re also willing to serve as an ERISA 3(38) investment manager and assume full investment responsibility to mitigate a plan sponsors’ fiduciary risk. (Plan sponsors are still required to monitor 3(38) investment managers to ensure performance under their plan’s investment policy.)

Artesys does not share revenues with any of the fund companies we select for our portfolios. Nor are we a custodian and do not hold a participant’s money or their securities.