Artremis Capital

Artremis Capital is a multi-strategy, private asset management firm dedicated to producing superior returns for its clients. Analytics in action. If you want to have a better performance than the crowd, you must do things differently from the crowd. Sir John Templeton Our investment objective is to achieve capital appreciation and steady returns in... any market environment by selectively developing and actively managing an equity portfolio comprising both long and short positions, as well as options related to those positions. We offer personalized, data-driven, digitally delivered, goals-based advice while simultaneously leveraging state-of-the-art technology and workflows. 1. Robust and scalable online advice delivery. 3. CRM that serves as the hub integrating best-in-class tech solutions. 4. Sophisticated reporting and rebalancing engines covering all asset classes, including alternative investments. 5. Planning tools that take a full balance sheet view of households, with sophisticated what-if modeling scenarios. 6. Dynamic scenario-based risk management tools to stress test a clients wealth. Below is a depiction of a typical portfolio analysis and how we create a "business plan" to manage investment portfolios for our clients. The investment plan mission statement should state the goal of the portfolio as well as the starting portfolio value, benchmarked growth goals and the strategies that will be initiated within the portfolio. Also, the mission statement will need to break down the allocation of assets into each selected strategy. It is important that investors stick to the allocation percentages. Finally, the mission needs to state why this will be a formula for success. Please remember that it is important to select trading styles that are appropriate to meet YOUR risk profiles. Every trading plan will be unique. The portfolio will use equity options to utilize option spreads that will take advantage of the time decay factor of options. The portfolio will attempt to remain as Delta neutral as possible ...Read More