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Registered Investment Advisor (RIAs)

Stay ahead of the ever-changing market with our powerful features like customizable investment strategies, risk monitoring, tax-efficiency, and direct indexing opportunities.
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See It In Action

Flexible, customizable solutions for registered investment advisors

Access and manage client accounts, customize models to fit your clients’ needs; and benefit from improved liquidity, precision, and tax efficiency with direct indexing of exchanged-traded funds – even provide us with your ETF model and we can customize it into a direct indexing solution.

Aligned with RIAs’ specific needs

Built specifically with RIAs in mind

Effortlessly manage your book of business and manage client accounts from any custodian through a centralized platform.

Customizable Investment Strategies

Tailor and personalize exchange-traded funds (ETFs) effortlessly to match your clients’ unique needs and risk preferences.

Library Of Models

Explore a collection of third-party model options built by experienced portfolio managers.

Aligned with RIAs specific needs

Tax Loss Harvesting

Our tax loss harvesting (TLH) solution is your go-to tool for managing taxable accounts while meeting your cash flow needs in a tax friendly manner.

Back Office Support

Focus more on your clients and let us handle the monotonous administrative tasks such as custom billing schedules and client performance reporting.

OCIO Service

Designed to help you prioritize the growth of your AUM while providing investment solutions that effectively manage risk, optimize returns, and control costs.
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Deep Insights to Drive Client Success

Looking to give your clients clear, detailed insights into their investment performance? Our advanced Performance platform is the solution. It offers financial advisors a complete view of account activity, helping your clients stay ahead. With easy-to-use tools to measure, analyze, and compare, you can self-diagnose your investment strategies in just a few clicks.

Exclusive Features

Gain an in-depth understanding of client performance at three levels: household, client, and account.

Set benchmarks with mainstream indexes or customize according to your investment strategies.

Present visually appealing, clear performance and risk metrics that highlight the value you bring to client portfolios.

Share your investment strategies

Learn how to become a model provider on Artha.
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CREATED BY ADVISORS

Say goodbye to one-size-fits-all approaches and hello to a tailored investment solution that truly reflects your unique objectives.
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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.