Frequently Asked Questions
Answers to all your questions.
We’re sure you have questions. If you can’t find an answer here, be sure to contact your advisor or plan sponsor to get started.
How do I sign up for Artesys?
We make it simple. Sign up now.
Is there a long-term commitment?
No, we know your needs change over time. Investors may sign up or stop working with Artesys at any time without penalty.
How does Artesys make investment decisions?
First, we get to know our investors and their approach to investing, whether offensive or defensive. Then, our experienced team actively monitors, manages and rebalances every portfolio to continue delivering maximum returns and minimizing risk.
How do I know if I am an offensive or defensive investor?
Before signing up for Artesys, we recommend watching our educational videos to better understand both the offensive and defensive approaches. After completing a short risk-tolerance questionnaire, Artesys will recommend one of the Offensive or Defensive portfolios based on your individual needs. Even if you choose not to follow our recommendation, we’re still here to help.
What’s the difference between offensive and defensive investing?
Simply put, offensive investing is a “buy and hold” approach, for those focused on maximizing their return. On the other hand, defensive investing is a “buy and sell” approach, for those who wish to protect what they already have.
Where do I get Artesys?
Artesys is accessible through your company’s sponsored retirement plan or your personal financial advisor.
What does Artesys cost?
The cost varies depending on a number of factors that include, but are not limited to, plan design, account size, or type of account. Contact us now to learn more.
What happens after I sign up for Artesys?
Artesys will allocate your account into one of the offensive or defensive portfolios that works with your retirement goals. We monitor accounts on a daily basis and actively manage portfolios to maximize returns at your selected risk level.
How does Artesys serve my best interests?
We serve as a fiduciary to all of our clients. As an independent advisor, we have the obligation and ability to keep your needs first. We’re your investment partner. After getting to know more about you and your investment needs through our detailed risk-tolerance questionnaire, we base every decision on helping you achieve your long-term goals.
