Artham Advisors

The firm provides investment management and financial planning to individuals (including high-net-worth clients), retirement and profit-sharing plans, charitable organizations, and businesses, and also advises employer plan sponsors on participant-directed retirement plans. Services include ongoing and project-based financial planning, cash flow and estate planning, business planning, retirement projections, and investment management.

Portfolios are constructed using a strategic asset allocation framework that incorporates both passive and active vehicles and may include fundamental, technical, cyclical and charting analyses; the firm also employs tactical deviations within tolerance ranges when market views warrant. It manages both discretionary and non‑discretionary accounts (reporting approximately $15.8 million discretionary and $5.8 million non‑discretionary AUM) and provides regular account reviews and written reports to clients.

Distinctive features include a small advisory team serving a limited client base (about two advisors and 26 clients) and a practice that supplements advisory work with educational seminars and speaking engagements (feeed and occasionally provided pro‑bono). The firm uses multiple custodians and emphasizes individualized trade execution (it does not aggregate block trades), and the principal is involved in separate real estate and wellness businesses—arrangements the brochure says do not create conflicts with the advisory practice.