Streamline the way you tailor client portfolios with Artha’s intelligent optimization tools. Designed for advisors and portfolio managers, Artha makes it easy to align every portfolio or account with each client’s unique investment goals, risk tolerance, and suitability requirements.
Streamline all of your accounts, regardless of custodian, into one comprehensive platform, giving you total visibility into your portfolio performance and risk exposure.
Our model-based approach will help ensure that your investments align with your objectives so you can make confident trading decisions in pursuit of financial success.
Choose from nine different optimization objectives. Add custom constraints; such as industry or security constraints, portfolio size and risk parameters as defined by our integration with Nitrogen’s Risk Score analytics.
Reduce capital gains and minimize tax drag on your taxable portfolios. Our cutting-edge technology analyzes every position in your portfolio and identifies the most efficient way to realize losses that can be used to offset your current realized capital gains.
Create a stable allocation of investments using Artha’s library of third-party models or refine and customize your strategies with our robust portfolio optimizer.
Artha puts you in complete control of your portfolios. Embrace data-driven decisions with our user-friendly and intuitive
platform.
Invest with confidence and unlock the unlimited potential of Artha.
Choose from nine different optimization objectives. Add custom parameters, such industry and security constraints as well as portfolio risk constraints through our integration with Nitrogen’s risk
Powerful features like customizable investment strategies, risk monitoring, tax-efficiency, and direct indexing opportunities – you’ll have complete confidence in staying ahead of the ever-changing markets and trends.
Are you a Nitrogen user? Getting started with Artha is simple. Use your Nitrogen credentials to create an Artha account with secure single sign-on (SSO).
Once connected, your Nitrogen client portfolios and models will automatically sync to Artha. You can then use our powerful portfolio optimizer to fine-tune, save, archive, and sync updates back to Nitrogen.
Simplify your workflow and elevate portfolio management with Artha and Nitrogen working together.
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As a trusted leader, Natallia is poised to drive Artha’s quality assurance initiatives to new heights, ensuring a lasting impact on both customer satisfaction and business growth.
With over 40 years of experience in the financial industry, Vince Lowry has built a distinguished career as an Investment Advisor. He began his journey in 1984 at Shearson Lehman, where he quickly established himself as a leader in the field. Over the next two decades, he grew his investment business to an impressive $20 billion in assets under management (AUM). Vince attributes this success to using modern portfolio theories as he was an early adopter of global asset allocation for diversification as well as utilizing advances being offered by technology.
In 2004, Vince and his team departed from Smith Barney Citigroup to launch their own Registered Investment Advisor (RIA) firm, VTL Associates. Over the next 11 years, they continued managing client assets while also developing an ETF family of funds known as RevenueShares.
One of Vince’s most notable achievements came in 2009 during the financial crisis. As the Investment Advisor to the Pennsylvania Treasury, he recognized an opportunity amid market turmoil. He advised the Treasury to leverage the New York Federal Reserve’s TALF program, investing in CMOs, ABS, and other distressed yet highly rated fixed-income securities. This strategic move resulted in a remarkable $3 billion gain for the Pennsylvania Treasury within just nine months.
In 2015, Vince and his team sold VTL Associates to Oppenheimer Funds, a subsidiary of MassMutual. Over the next two years, they played a key role in expanding Oppenheimer Funds’ ETF business. By August 2017, after fulfilling their obligations under the acquisition agreement, Vince and his team set out on a new path. Recognizing the agility of smaller firms, who are better positioned to explore and create creative strategies by embracing the rapid changes in the world of technology, they launched a new venture focused on delivering investment advice through innovative technology-driven solutions.
Vince Lowry continues to be a thought leader in the industry, leveraging decades of expertise to navigate the evolving financial landscape and drive meaningful results for his clients.