Arta Finance
Arta Finance offers AI-Managed Portfolios and a range of investment and financial services, including access to alternative investments, tax and estate planning, and personal assistant services.
AI-Managed Portfolios
Arta Finance offers AI-Managed Portfolios (AMPs) designed to optimize investments using machine learning algorithms. These portfolios aim to achieve better risk-adjusted returns by dynamically adjusting asset allocations based on market conditions and predictive analytics. This service is structured to provide a sophisticated investment strategy without the need for constant manual oversight.
Alternative Investments
Arta Finance provides access to a range of alternative investments, including private equity, private credit, real estate, and venture capital. These options allow investors to diversify their portfolio beyond traditional stocks and bonds, potentially enhancing returns and managing risk. These investment opportunities are specifically tailored for accredited investors seeking to broaden their financial horizons.
Harvest Treasuries
Arta Finance offers a product called Harvest Treasuries, which focuses on investing in ETFs holding US Treasuries. This product aims to provide higher yields than traditional savings accounts by leveraging market opportunities in government securities. Harvest Treasuries is designed to offer a stable investment option with the potential for enhanced returns.
WealthGen Insurance
WealthGen Insurance is a tax-advantaged permanent life insurance policy offered by Arta Finance. This product can be used as an investment vehicle, allowing members to build wealth while ensuring financial security for their beneficiaries. WealthGen Insurance integrates long-term financial planning with the benefits of life insurance.
Line of Credit
Arta Finance provides a Line of Credit secured by public stocks and bonds in a member's portfolio. This service offers low-interest borrowing options, allowing investors to access liquidity without the need to liquidate their investments. The Line of Credit is designed to provide financial flexibility and address short-term funding needs while keeping the investment strategy intact.