Artesys is an investment strategy.

It puts you and your consultant on the same page as we both aim for competitive returns in your portfolio and improved investor behavior.

At Artesys, we work to control market risk in two ways. Our Strategic program is a set of five professionally managed portfolios of no-load mutual funds; the Tactical program takes one of those portfolios and adds more controls with a set of proprietary mathematical systems.

The way we choose those mutual funds comes out of and goes beyond the ideas of two Nobel-Prize-winning theories: Modern Portfolio Theory and Prospect Theory.

Each portfolio mixes those funds differently to take a different level of risk – from very little to very aggressive – and seek out the highest possible expected returns for that level of risk.

So why Artesys? Click here to find out more!

Artesys. An investment strategy built to manage the single biggest threat to any portfolio – its owner.

When investment pros think about the 1980s, they tend to remember the boom years, with speculators making out like bandits. It looked as if a lot of people were getting rich in a hurry.

But most weren’t.

By 1987, a young but seasoned investment manager named Bob Jones could see that the markets were higher, but the rules hadn’t changed. And neither had his clients:

They’d have a meeting and agree on a balanced approach that would give the client a reasonable expectation of growth over time – and some income. (Trust clients often needed the income.)

And then, some months later. . .

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Your consultant is critical to the Artesys experience. In fact, you can't get Artesys without one acting as your advocate. 

As you’re getting started, he or she will help you discover your financial goals and give you a series of Artesys forms to fill out that will help us find out how much risk you're willing to take comfortable and what kind of investor you are.

Are you a buy-and-hold investor, willing to ride out market cycles for five to seven years or more, to see long-term results?

Or are you a short-term, defensive investor? Then you'll want Artesys to work towards protecting principal.

Either way, it's your consultant who will present your returns and help you build your confidence as an investor.

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If you’re a financial consultant, take a look at Artesys. It’s a better way to build portfolios – and add a new dimension to your business. 

How would you like to:

1. Strengthen your client relationships over time, no matter where the markets are heading?

2. Get current clients to refer you to other people like them, who are looking for a one-stop advisor with a professional system?

3. Work with clients’ entire investment holdings instead of just the part they let you see – and become the only consultant they need?

The Artesys Cycle seeks to provide investors with Better Returns.

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