At Artifex Financial Group
We continually reinvest in our business, our research, and our client technologies to improve our efficiency
And make life better for you. Hey, we're not completely full of ourselves here, but we know that money is an extension of your life. It's also integral to everything you do and stand for in the world. Your portfolio is a representation of that. As a client recently told us, "Money is energy...it's an extension of my energy and I want to make sure that I am using it effectively and investing it efficiently." To that end, we are offering you a complimentary portfolio review. Just use our convenient form below to input your information, such as holding symbol and amount invested in each (or upload a recent statement), and we'll use the power of our indendent research and analysis to deliver a meaningful report to you.
We'll show you:
- If your holdings are adequately diversified
- If we see any issues from a fiduciary perspective
- If there may be some improvements you can implement to get a better return or lower costs (or both)
- If you would like to incorporate values investing, we can show you how best to construct an ESG portfolio (Environmental, Social, Governance) by using our separate ESG questionnaire
- Let us know of any other concerns you may have about your investments, and we'll address those as well.