A complete list of active advisors currently associated with Artifex Advisory Group, Inc.

Warmer can help you find a great advisor at Artifex Advisory Group, Inc. or one who fits your needs even better.

Artifex Advisory Group provides fee-based investment management and financial planning to individuals and high-net-worth clients, and also advises pension, profit-sharing and other employer-sponsored retirement plans. The firm supplements advisory services with public seminars and sells annuities and other insurance products for separate commissions. Portfolios are managed on a discretionary basis with investment policy statements that document goals, time horizons and risk tolerance; the firm uses both fundamental and technical analysis and conducts quarterly account reviews (more often when market conditions warrant). For retirement plans the firm offers ERISA-plan services including development of IPS documents, participant education and, in some cases, acting as a 3(38) investment manager with responsibility for selecting and monitoring plan investment options. Distinctive aspects include the combination of pension consulting/plan fiduciary services and a licensed insurance practice (the brochure discloses the principal spends roughly 10% of time on insurance sales), a mix that the firm identifies as a potential conflict and addresses through disclosure and client options to obtain products elsewhere. The firm bills asset-management fees as a percentage of AUM, offers financial planning on hourly or fixed-fee terms, and discloses an account minimum that it may waive at its discretion.

To learn more about the advisors currently working at Artifex Advisory Group, Inc., 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.