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Institutional Investor

We offer advanced trading and rebalancing tools that execute trades quickly, efficiently, and securely – giving you the freedom and confidence to make the best decisions for your portfolio.
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A comprehensive Institutional Investor Platform

Gain a comprehensive view of your risk exposure and easily identify potential investment opportunities—with a dedicated team helping you make well-informed choices for your portfolio.

How we support Institutional Investors

Customizable Investment Strategies

Artha can easily customize a direct indexing solution by simply digesting any ETFs you currently hold or have a desire for.  You may also choose from our vast library of already customized index strategies, optimized from some of the industry’s most popular ETFs.

Efficient Tax Management

Effortlessly complete trade orders and take action on tax-loss harvesting opportunities to reduce return drag, address portfolios that are exceeding tolerance limits or not aligned with objectives, and manage cash requirements – all within one platform.

Reporting

Get valuable insights with a wealth of reports at your fingertips, from historical performance to current allocations and exposures and everything in between.

Aligned with RIAs specific needs

How we support Institutional Investors

Customizable Investment Strategies

Artha can easily customize a direct indexing solution by simply digesting any ETFs you currently hold or have a desire for. You may also choose from our vast library of already customized index strategies, optimized from some of the industry’s most popular ETFs.

Efficient Tax Management

Effortlessly complete trade orders and take action on tax-loss harvesting opportunities to reduce return drag, address portfolios that are exceeding tolerance limits or not aligned with objectives, and manage cash requirements – all within one platform.

Reporting

Get valuable insights with a wealth of reports at your fingertips, from historical performance to current allocations and exposures and everything in between.

Elevate Your Organization's Investment Strategy – Master Your Portfolio Performance

Our advanced Performance feature delivers an in-depth review of portfolio activity, enabling your organization to secure a competitive advantage. Effortlessly monitor, evaluate, and benchmark at three levels: household, client, and account.

Comprehensive Insights for Strategic Decisions

Benchmarking Excellence: Align your portfolio’s performance with industry standards or chosen benchmarks — with a range of pre-set options.

Periodic Performance Analysis: Dive deep into the performance over specific time frames for a detailed understanding of returns.

Advanced Risk Evaluation: Analyze your portfolio’s market risk and returns, supporting strategic decision-making.

Risk-Return Optimization Chart: Map out your portfolio’s performance, balancing returns with associated risks.

Market Condition Analysis: Gauge your portfolio’s responsiveness to fluctuating market scenarios through detailed charts.

Interested in opening a brokerage account?

Experience the convenience and expertise of opening a brokerage account with us at Wells Fargo, Interactive Brokers, and Charles Schwab. Enjoy a seamless and tailored investment journey with Artha.
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ROBUST REPORTING AND COST-SENSITIVE SOLUTIONS

Don’t wait any longer—have better insight into your organization’s portfolio with Artha’s innovative solutions.
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Next Level Investment Management

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Kevin Battista

VP of Product

Kevin leads Artha’s product, design, and SCRUM teams and his responsibilities include overseeing the strategic vision of Artha, the product roadmap, the end-to-end user experience, as well as the delivery cycles. With 12+ years of experience in product development and product design, Kevin has developed and implemented creative solutions that have solved countless problems within the FinTech community. He’s built software that’s used in the largest financial institutions in the U.S. and has successfully led teams through the product development lifecycle, resulting in multiple acquisitions and exits. Kevin has a B.S. in Finance and Information Technology from Virginia Tech and an MBA from Wake Forest University.

Natallia Sakharuk

VP of Quality Assurance

Natallia is the VP of Quality Assurance at Artha who leads with a commitment to elevating product and service quality across the organization. She possesses a deep understanding of quality methodologies, industry standards, and is recognized for her strategic vision, a data-driven approach to decision-making, and her unwavering dedication to upholding the highest standards of quality in all aspects of the business. With over 8 years of dynamic experience in QA, she successfully orchestrated quality initiatives in FinTech and Corporate Real Estate projects resulting in enhanced product reliability, reduced defects, and increased customer satisfaction. Natallia holds a B.S. in Economics & Logistics from Belarusian State Economic University, a B.A. in Foreign Language from Academy of Postgraduate Education, is certified by ISTQB (International Software Testing Qualifications Board), and she has continued to stay at the forefront of industry advancements by attending workshops, seminars, and conferences.

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.

Alexandre Junges

VP of Engineering

Alexandre leads Artha’s development team, collaborating closely with developers and software engineers to architect and construct a robust application that aligns with business requirements, prioritizing security, performance, and scalability. A fervent technology enthusiast, Alexandre is committed to enriching lives through innovative solutions. With over a decade of experience in application development spanning diverse industries, he holds a B. Tech. in Analysis and Systems Development from Unisinos, a Project Specialization from UFRGS (both universities in Brazil), and he is a Certified Microsoft Professional.

Justin Lowry

President And Chief Investment Officer

Justin Lowry is the President and Chief Investment Officer of Global Beta Advisors. Justin’s responsibilities include the oversight of investment activity, market research, and product development at Global Beta Advisors. Justin joined the firm as an executive member upon its foundation. Prior to working at Global Beta Advisors, Justin worked at Oppenheimer Funds as Head of Research and Product Development for its Beta Solutions exchange-traded fund business from 2015 until 2017, which at the time, held over $2 billion in assets in the Revenue Shares ETF suite. One of the cornerstone ETFs in the business, RDIV, won the ETF Innovation “Smart Beta ETF of the Year” award (Click here for more information about the award, contestants, and its qualifications). From 2010 until 2015, Justin served as CIO for Index Management Solutions, a subsidiary of VTL Associates, where he served as a subadvisor, providing custom portfolio solutions, portfolio management, and trading services to many ETF issuers that summed to $2 billion in management. Those funds included the Revenue Shares ETFs, KraneShares China ETFs, and several ETF issuers who launched their funds through Exchange Traded Concepts. Prior to the inception of Index Management Solutions, Justin worked as an analyst at VTL Associates since 2008. Justin earned his B.S. in Business Management from Saint Joseph’s University.

Vince Lowry

CHAIRMAN

Mr. Vincent Thomas Lowry, also known as Vince, is the Chief Executive Officer of Global Beta Advisors. Prior to founding Global Beta Advisors, Vince was a managing director with Citigroup’s Smith Barney consulting group from 1984 until 2004. Vince started VTL Associates in 2004. It was at VTL where Vince used his experience developing global assets allocation models to create a family of revenue weighted exchange traded funds in conjunction with Standard and Poor’s. In 2015, VTL merged with Oppenheimer Funds, and Vince was the lead portfolio manager until August 2017. Vince then founded Global Beta Advisors in 2017. Vince holds a Bachelor of Science degree in Political Science and earned his MBA from St. Joseph’s University.