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