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The financial superpowers our members love the most

Your cash deserves better than a savings account

US Treasuries are the preferred low-risk savings vehicle of the ultra-wealthy

  • Automated US Treasuries portfolio optimizes for high yields and low risk

  • No US state and local taxes

  • No lock ups, no strings attached

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Your cash deserves better than a savings account

US Treasuries are the preferred low-risk savings vehicle of the ultra-wealthy

  • Automated US Treasuries portfolio optimizes for high yields and low risk

  • No US state and local taxes

  • No lock ups, no strings attached

Get started
Learn more

Your all-access pass to private markets

Alternative investments help improve returns and diversify

  • Curated selection of top-tier fund managers, vetted by our seasoned investment team

  • Diversify across private equity, private credit, real estate, and venture capital

  • Lower fees and minimums than most private banks

Your all-access pass to private markets

Alternative investments help improve returns and diversify

  • Curated selection of top-tier fund managers, vetted by our seasoned investment team

  • Diversify across private equity, private credit, real estate, and venture capital

  • Lower fees and minimums than most private banks

It’s not what you earn, it’s what you keep

Tax savings on investments with a WealthGen insurance policy

  • Invest in public and private markets

  • No capital gains tax

  • No estate tax if structured under a trust

It’s not what you earn, it’s what you keep

Tax savings on investments with a WealthGen insurance policy

  • Invest in public and private markets

  • No capital gains tax

  • No estate tax if structured under a trust

Capitalize on rising interest rates

Earn stable income from Carlyle’s Tactical Private Credit Fund

  • annualized distribution rate

  • Distributions rise along with interest rates

  • Carlyle is a with $385 billion in AUM

Source: Carlyle Tactical Private Credit Fund and Federal Reserve Economic Data.

Capitalize on rising interest rates

Earn stable income from Carlyle’s Tactical Private Credit Fund

  • annualized distribution rate

  • Distributions rise along with interest rates

  • Carlyle is a with $385 billion in AUM

Source: Carlyle Tactical Private Credit Fund and Federal Reserve Economic Data.

WHAT THE WORLD IS SAYING

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Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

We aren't actually saying that by becoming an Arta member you'll get a magical ability, like conjuring returns out of nothing or a crystal ball that lets you time the markets. The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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