For over 25 years, R.T. Jones Capital Equities Management Inc. has been a trusted partner for financial representatives. Through Artesys, R.T. Jones delivers managed accounts that enable you to focus on helping your clients achieve their investment objectives. Artesys supports you and your practice through weekly updates and quarterly communications, and provides real, objective advice. Artesys managed accounts are offered on qualified retirement plans and to individual investors through financial professionals
At Artesys, we strive to help you operate your business more efficiently by offering the type of quality investment portfolios that draw and retain clients.
- We provide both an offensive and defensive approach.
- We select funds solely on their performance and that of the fund manager.
- We report real portfolio performance results from the date of inception – not peer nor hypothetical model portfolio performance results.
We actively monitor client accounts, rebalancing them to maximize the expected returns for their chosen level of risk. The advice Artesys provides is independent, objective and free from conflicts of interest. We don't sell investment products or earn commissions, nor do we receive any revenues from the fund companies we select for our portfolios. Finally, we are not a custodian and do not hold client funds or their securities.
Please see our videos in the learn more section of the website, check out our historical performance or contact us for additional information on how we can support you and your practice.