Here is how different members have used Arta
Learn from model profiles to get an understanding of how Arta can help you grow and protect your wealth
Millennial Millionaires
Private Bank Clients
Civil Service Officers
Dual-Income, No Kids
Next-Gen Family Offices
Age 30s - 40s
Net worth $2 - 5M
2 kids
Own their house + investment property
Age 30s - 40s
Net worth $2 - 5M
2 kids
Own their house + investment property
Structured a growing list of single stocks and ETFs
Self-managing this through brokerages and robo advisors created missed opportunities. Arta streamlined holdings to create a more unified core and satellite strategy and simplified management and reporting.
Outgrown retail investing, not wealthy enough for private banks
Arta opened access to sophisticated asset classes, portfolio optimization, and tailored investment strategies without the high costs and manual processes associated with premier banking.
Overconcentration in employer stock
They strategically diversified into other asset classes in order to manage the over-concentration risk, while maintaining an investment that represents their belief in the company's future.
Growing family and rising expenses
Arta developed a passive income-generating strategy to offset ongoing expenses and to complement their long-term goals - without huge portfolio disruption and increasing complexity.
Does this resonate?
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Browse what you can do on Arta. Investments start at $5,000
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professionals from global companies use arta
Hear from our members Natascha & Chris
2 MIN. WATCH
It starts and ends with trust
Regulated
Arta Wealth Management has an MAS capital markets service license
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