Before we go any further — this may not be for you.
How I actually manage money
One strategy. One purpose.
I don’t run a dozen model portfolios and slot you into one. I run a single, actively managed, growth strategy — with a defined, downside-aware process.
That focus is the point. It is also exactly why it isn’t right for everyone, and I’d rather you know that now than later.
The cost of staying fully invested through the wrong decade
The NASDAQ Composite peaked at 5,048.62 on March 10, 2000. By October 2002 it had fallen to roughly 1,114. It did not reclaim that high until April 23, 2015 — fifteen years to get back to even.
A buy-and-hold investor in that index lived through every single day of it. Markets recover on their own schedule — not necessarily yours.
This illustrates the risk of an unmanaged, fully invested position in a single index. It is not a representation that ARTAIS’s strategy did, or would have, avoided this or any drawdown. Risk-management signals may reduce, but cannot eliminate, losses, and may at times underperform a buy-and-hold position.
A defined process — not a gut call
Everything I do runs through one repeatable, rules-based framework. Three things define it:
I watch the portfolio every day
The rules are checked daily, not dusted off once a quarter when it’s already too late.
Exposure moves with conditions
When the trend deteriorates, the strategy cuts exposure or steps to cash. It doesn’t wait for permission or a headline.
Every move has a reason I can show you
Nothing is a hunch. If you ask why the portfolio did something, I can point to the rule that triggered it.
See exactly how I’d handle your money
No jargon, no pitch — just how I think about your money and when I make a move.
Are you a good fit?
Three minutes, no call, no obligation. I read every response personally.
See if we’re a fit — get your personal risk profileA personalized, one-page risk profile
After the 10-question risk assessment, I’ll send you a report like this one — understand what type of investor you are and if you are a good fit for our strategy. Written and reviewed in plain English by me.
Who this is — and isn’t — for
A good fit if you…
- Recently changed jobs and have an old 401(k) you still need to deal with
- Have $250,000 or more invested
- Care more about limiting losses than catching every rally
- Want a growth-oriented strategy and can stay the course through its swings
- Simply want a strategy that adjusts as conditions change
Not ideal if you…
- Are happy staying fully invested and holding through every downturn
- Want to pick your own stocks day to day
- Are looking for the cheapest possible option
- Want low-volatility, income, or strict capital-preservation investing
- Expect guarantees (no honest manager can give them)
Straight answers to the questions people actually ask
What happens on the call?
Are you a fiduciary?
Where would my money be held?
What’s the minimum?
Do I have to move everything at once?
Why only one strategy?
How are you paid?
What if I’m not a good fit?
Start with the assessment. Or just talk.
I read every answer myself and tell you what I see — whether or not we end up working together.