ABOUT US

What You Can Expect
From ARTAAD Financial:

There are some awesome stock pickers and traders out there.  If that is what you are looking for, you are better off finding one of those individuals who may serve that purpose.  ARTAAD Financial is best known for helping clients define and live what they have been longing for their whole life.  There is only one decision that will be made in our initial consultation, that is, whether or not we will schedule a second meeting. We are going to challenge you as much as we possibly can and more than you have ever been challenged.  Furthermore, we are going to support you as much as and more than you have ever been supported.  Our commitment is to be a demonstration of what we have committed to you and your family.

TRANSPARENCY TO FEES, RISKS AND OUTCOMES

• Confirmation of fees associated with each offering
• Explanation of risks associated with each investment or strategy
• Periodic reviews, revisiting the advice you've received, outcomes you've experienced and any recommended changes to the approach
• Use of plain language

ADVICE CUSTOMIZED FOR YOU WITH A DISCIPLINED WEALTH AND INVESTMENT PROCESS

• Evaluation of your financial situation and help prioritizing what you hope to achieve
• A clearly defined investment process
• Regular monitoring of your progress and offering adjustments as your needs change
• Tools and expertise that embody the best thinking of the firm

RESPONSIBLE SERVICE PERSONALIZED TO YOUR PREFERENCES

• Explanation of all available services – whatever works best for you throughout the relationship
• Keeping in touch the way you want – in person, by phone, online, or mobile
• Tools to help you stay connected and monitor your financial picture
• Timely responses to your questions or concerns and interactions

A TEAM OF ADVISORS THAT UNDERSTANDS YOUR NEEDS AND GOALS

• Trained and dedicated to understand your unique goals while helping you achieve them
• It's about a dialogue and ongoing narrative, not just an occasional conversation