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Financial Advisor

Strengthen client relationships, and leave the rest to Artesys.

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


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.