Financial Advisor
Strengthen client relationships, and leave the rest to Artesys.
Tired of juggling business and investment management tasks?
Let Artesys take the reins, freeing up your time to focus on building stronger client relationships and strategic planning. With us, you’ll do more than streamline operations; you’ll boost client retention and offer a standout investment solutions package.
Enhance advisor capabilities: The benefits of Artesys
You need investment support and strategies that are as unique as your clients. Artesys provides just that and more, enhancing your service suite with a wide array of offerings, including:
Managed Accounts
Suited to each investor’s risk profile, from buy-and-hold to buy-and-sell, conservative to aggressive
CITs
Stand alone strategy for participant selection or even for use in your own portfolio construction
Fiduciary Support
Insulate yourself and your clients from liability with 3(21) and 3(38) support
Participant Support
Provide the benefit, offload the work – focus on strategic decision making
Value Enhancement
Access to personalized reporting, educational material, and more for seamless implementation and value amplification
Explore our diverse investment solutions
No matter what type of retirement plan, Artesys can help
We share your mission – helping your clients reach their retirement goals. Artesys offers strategic support for a variety of retirement needs:
Individual Retirement Accounts (IRAs)
401(k) plans
403(b) plans for non-profit organizations
457(b) plans for government and certain non-profit employees
SIMPLE IRA and SEP IRA for small businesses and self-employed individuals
Defined Benefit plans
Cash Balance plans
Start personalizing your clients’ investment strategies
We start by understanding your specific needs and those of your clients. Take a moment to complete our form to book an appointment. This allows us to shape our strategies to your unique requirements.
Optimize your retail investment strategies: Leverage Artesys’ expertise
Managing portfolios for individual investors can be challenging, it doesn’t have to be. Our strategies are designed to help you address retail investors’ needs. You can partner with us to help deliver outstanding support for your retail clients.
Education Center
Empowering you with valuable insight along your investing journey.
Join the ranks of Artesys partners
Together, we can make a significant impact. Reach out by filling out our contact form or booking an appointment. We’re here to serve you and your clients, paving the way for a prosperous financial future for all.