Once an asset allocation plan is developed, we employ professional, unaffiliated managers to express that viewpoint. These managers have demonstrated superior historical performance vs. their relevant peer groups, and are monitored on a continuous basis by Artemis. Our investment portfolios encompass all asset classes, both public and private, and comprise separately managed accounts, limited partnership interests and exchange traded funds.
The foundation of our wealth management philosophy is our Macro-Economic Cycle Based Approach to Asset Allocation. Portfolio designs should not be static, and need to be dynamically rebalanced with shifts in underlying macro-economic cycles. This rebalancing in accordance with shifting economic conditions is of paramount importance to generating superior investment performance for our clients.