Event hosted by Emmy Sakulrompochai and Saum Namazi

past event

How to build your portfolio on Arta

Nov 15, 2024, Fri | 7:30am UTC

Register now

past event

How to build your portfolio on Arta

Nov 15, 2024, Fri | 7:30am UTC

About this session

Join us for an in-depth session on building a structured, diversified portfolio tailored to your goals. Led by Arta’s Head of Global Investment Advisory, Emmy Sakulrompochai, this session will explore how Arta members build sophisticated strategies by combining private market opportunities with AI-powered tools to navigate public markets - building strategies that are far more powerful and cost-effective than traditional discretionary portfolios.

Arta makes it simple. Members can consolidate cash and investments into one account and build well-diversified portfolios in just two steps. Whether you're drawing inspiration from model portfolios, choosing from Arta's strategies, or taking control with your Arta AI copilot, you’ll access a wealth of tools to explore strategies, analyze backtested data, and receive ongoing insights tailored to your financial objectives.

Who Should Attend: Accredited investors looking for more structured approaches to building a personalized portfolio.

By proceeding, you confirm that you are an accredited investor and agree to Arta’s marketing consent disclosures.

SPEAKERs

  • Emmy Sakulrompochai

    Emmy Sakulrompochai

    Financial Advisor at Arta

  • Saum Namazi

    Saum Namazi

    Marketing at Arta

DISCLOSURE: 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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WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

Overview

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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, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

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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. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Testimonials and Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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