The Artemis Origin Story
Artemis Wealth Advisors began by advising a select group of ultra-high-net-worth families and foundations with assets through a family office-style approach grounded in macroeconomic insight and disciplined investing. Today, through Artemis FP, we bring this same level of sophisticated investment strategy and high-touch service also to accredited investors with $1M+ in assets.
1997
Our services began by offering outsourced Chief Investment Officer (CIO) and Chief Strategy Officer (CSO) support. Our Chief Investment Officer began serving as the Co-Director of Investments to the family office of world-renowned economist, Dr. Henry Kaufman, guiding our macroeconomic lens and long-term investment philosophy.
2009
In 2009, we opened our doors to outside investors who valued the same level of strategic insight, proactive planning, and close collaboration. Our objective was to not simply manage portfolios, but to partner with clients, fostering ongoing discourse around markets, economic shifts, and generational wealth.
2020
In 2020, we launched Artemis FP, LLC (Financial Planning), a dedicated division for accredited investors seeking the same elevated experience and insight we’ve long delivered to ultra-high-net-worth families. Artemis FP brings the full strength of our investment philosophy to clients with $1 million or more in investable assets, combining proactive planning, access to alternative strategies, and personalized service.
Whether you’re building wealth, preserving it, or preparing to transfer it, Artemis offers a unique partnership: thoughtful guidance, macroeconomic intelligence, and a level of care that’s rare in wealth management today.
Sophisticated Wealth Management. Personalized for You.
Artemis Wealth Advisors began by advising a select number of ultra-high-net-worth families and foundations with assets in excess of $50 million through a family office-style approach grounded in macroeconomic insight and disciplined investing. Today, through Artemis FP, we bring this same level of sophisticated investment strategy and high-touch service also to accredited investors with $1M+ in assets.
Whether you’re building wealth, preserving it, or preparing to transfer it, Artemis offers a unique partnership: thoughtful guidance, macroeconomic intelligence, and a level of care that we believe is rare in wealth management today.
“Comprehensive wealth management requires a sophisticated approach to asset allocation and implementing an investment plan with world class asset managers.”
Dynamic Strategy. Disciplined Execution.
At Artemis, we build dynamic portfolios guided by our Macro-Economic Cycle Based Approach to Asset Allocation, adjusting as economic conditions shift - not relying on static models.
To implement our strategy, we select top-tier, unaffiliated managers with superior historical performance across public and private markets.
Portfolios may include separately managed accounts, limited partnerships, direct investments, and ETFs - all continuously monitored to align with your goals.
Asset Allocation*
*This chart depicts a sample allocation of assets and is not intended to inform investment choices. It is not specific to any individual’s personal circumstances and may not be suitable for all individuals.
The Latest Artemis Insights
Artemis Insights delivers timely, thoughtful perspectives on markets, the economy, and wealth strategy - designed to help you make informed financial decisions with confidence.