A complete list of active advisors currently associated with Arta Finance
Warmer can help you find a great advisor at Arta Finance or one who fits your needs even better.
Arta provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through an interactive digital Platform that offers both discretionary managed products and self-directed options. The Platform gives access to public market strategies (ETFs, direct indexing, micro‑indexes), private fund investments, structured products, and listed‑options strategies. The firm manages certain strategies using a proprietary Algorithm that incorporates machine learning and a minimum‑volatility methodology to allocate, rebalance, and execute trades, and it supplements algorithmic processes with human oversight, daily reviews, and governance controls. Arta’s investment team also curates alternative (Alt) opportunities, presents bespoke structured products (including auctioned custom structures), and delivers recommendations based on client‑provided suitability information. Arta’s brochure discloses several features that are less common among peers of its size: a group of affiliated entities (including an insurance affiliate and a Singapore‑regulated affiliate), promoter and referral arrangements that may include fee waivers or payments, and instances where third‑party fund managers have invested in the firm’s parent (a relationship disclosed on the Platform). The firm also documents the use of derivatives and complex structured investments, delegates custody and trade execution to Pershing Advisors Solutions, and emphasizes AI/ML and technology governance and related risks in its disclosures.
To learn more about the advisors currently working at Arta Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 5
| |
Chicago, IL
| 4
|
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