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Built to help your portfolio grow

Our team is here to help you get started.

Below are the various packages offered by Artha.

Free

For individual investors looking for a complete view into their entire investment portfolio.

  • Complete view of all investment accounts
  • View details of investments (grouped by types and industries)
  • Track and monitor risk levels
  • Assessment of your risk level

Free

Pro

For the individual investor that needs automation and one-on-one advice.

Everything included in the Free plan, plus:

  • Library of pre-built models
  • Execute trades quickly and accurately
  • Advanced tax-saving tools
  • Account performance reports
  • One custom performance report each month
  • Dedicated onboarding of all investment accounts
  • Automated allocation of trade orders
  • Custom models created by financial experts
  • Achieve tax efficiency with automated tax management
  • Unlimited custom performance reports with comparison benchmarks

0.50% of total account market value / month

Full Service

  • Artha’s team will work with custodian to establish trading connection as part of the onboarding process
  • Automated allocation – assign your account to a model and Artha will automatically fill the orders. This automated allocation will recur with future deposits.
  • Access to library of models and custom models upon request
  • Artha will provide active tax management to taxable accoutns and schedule tax efficient trades to meet user’s cash flow needs
  • Access to monthly performance reports. Custom reports and benchmarks can be created upon request. Users may request unlimited performance reports in addition to monthly recurring reports.

Price: 0.50% of total account market value

Are you an RIA or Institutional Investor?

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Free

For individual investors looking for a complete view of their entire investment portfolio.

  • Complete view of all investment accounts in one interface
  • Customize how to organize accounts (e.g.: “retirement accounts”, “college accounts”)
  • View details of investments (grouped by asset types and company industries)
  • Track and monitor the risk levels of your current portfolio
  • Access to risk questionnaire to quantify the risk you should be taking

Free

Pro

For the individual investor that needs automation and one-on-one advice.

Everything included in the Free plan, plus:

  • Library of pre-built investment strategies, customized from popular ETFs
  • Custom-built investment strategies created by financial experts, optimizing investment in the underlying securities of ETFs you currently hold or find interest in
  • Advanced tax-saving tools
  • Automated onboarding of all investment accounts
  • Automated allocation of trade orders upon selecting a custom or pre-built investment strategy

Performance-based pricing
at or below target benchmark: $0
Above benchmark: 25% of quarterly outperformance

Pricing Example 1

Beginning MV: $500,000
PeriodArtha Model ReturnModel Benchmark Return (ETF or Targeted Return)Quarterly DifferenceCumulative DifferenceAccount MVArtha Quarterly Fee (%)Artha Quarterly Fee ($)
Q110.00%5.00%5.00%5.00%$550,000.001.25%$6,250.00
Q25.00%3.00%2.00%7.00%$577,500.000.50%$2,750.00
Q32.00%5.00%-3.00%4.00%$589,050.000.00%$0.00
Q41.00%2.00%-1.00%3.00%$594,940.500.00%$0.00
Total Yearly Fees1.51%$9,000.00

Pricing Example 2

Beginning MV: $500,000
PeriodArtha Model ReturnModel Benchmark Return (ETF or Targeted Return)Quarterly DifferenceCumulative DifferenceAccount MVArtha Quarterly Fee (%)Artha Quarterly Fee ($)
Q17.50%4.50%3.00%3.00%$537,500.000.75%$3,750.00
Q21.00%5.00%-4.00%-1.00%$542,875.000.00%$0.00
Q33.00%4.50%-1.50%-2.50%$559,161.250.00%$0.00
Q41.00%0.50%0.50%-2.00%$564,752.860.00%$0.00
Total Yearly Fees0.66%$3,750.00

Pricing Example 3

Beginning MV: $500,000
PeriodArtha Model ReturnModel Benchmark Return (ETF or Targeted Return)Quarterly DifferenceCumulative DifferenceAccount MVArtha Quarterly Fee (%)Artha Quarterly Fee ($)
Q17.50%4.50%3.00%3.00%$537,500.000.75%$3,750.00
Q21.00%5.00%-4.00%-1.00%$542,875.000.00%$0.00
Q33.00%4.50%-1.50%-2.50%$559,161.250.00%$0.00
Q44.00%0.50%3.50%1.00%$581,527.700.00%$0.00
Total Yearly Fees0.64%$3,750.00

Pricing Example 4

Beginning MV: $500,000
PeriodArtha Model ReturnModel Benchmark Return (ETF or Targeted Return)Quarterly DifferenceCumulative DifferenceAccount MVArtha Quarterly Fee (%)Artha Quarterly Fee ($)
Q14.50%7.00%-2.50%-2.50%$522,500.000.00%$0.00
Q23.00%2.00%1.00%-1.50%$538,175.000.00%$0.00
Q32.00%1.50%0.50%-1.00%$548,938.500.00%$0.00
Q46.00%4.00%2.00%1.00%$581,874.810.50%$2,744.69
Total Yearly Fees0.47%$2,744.69

Transparent Pricing

We get paid when you get paid. We only charge you when your account makes money with Artha.

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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.