Artemis Wealth Advisors

Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services

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rtemis Wealth Advisors, LLC is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth Management is our only business.

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Outsource CIO & Strategist Consultancy Services

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Turn-Key Investment Management Solutions

A successful marketing plan relies heavily on the pulling-power of advertising copy. Writing result-oriented ad copy is difficult, as it must appeal to, entice, and convince consumers to take action. There is no magic formula.

Global Tactic Asset Allocation

A successful marketing plan relies heavily on the pulling-power of advertising copy. Writing result-oriented ad copy is difficult, as it must appeal to, entice, and convince consumers to take action. There is no magic formula.

“Comprehensive wealth managementrequires a sophisticated approach to asset allocation and implementing an investment plan with world class asset managers”

Product Scope

Once an asset allocation plan is developed, we employ professional, unaffiliated managers to express that viewpoint. These managers have demonstrated superior historical performance vs. their relevant peer groups, and are monitored on a continuous basis by Artemis. Our investment portfolios encompass all asset classes, both public and private, and comprise separately managed accounts, limited partnership interests and exchange traded funds.

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Our Approach

The foundation of our wealth management philosophy is our Macro-Economic Cycle Based Approach to Asset Allocation. Portfolio designs should not be static, and need to be dynamically rebalanced with shifts in underlying macro-economic cycles. This rebalancing in accordance with shifting economic conditions is of paramount importance to generating superior investment performance for our clients.

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