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
Financial Advisor at Arta
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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