Traditional Advisors Missed the Mark

For Arta Finance customers Chris and Natasha, traditional financial advisors missed the mark. Engaging with financial advisors – even the most highly recommended professionals – felt like a pricey affair, with advice that lacked transparency, consistent customer support, and a personal touch.

Chris, a self-proclaimed DIY investing enthusiast, also wanted to dive deep into portfolio management and investment strategy himself. But both the opportunities and education about them available through traditional financial service providers felt equally generic and limited, especially on topics outside of public markets investment.

Most importantly, Chris and Natasha lacked a single solution that allowed them to collaborate on their wealth management journey as a couple, or to educate one another about new potential opportunities.

Then, they discovered Arta.

From Discovery to Empowerment:

Chris first learned about Arta on LinkedIn through his professional network. When we launched in the fall of 2023, he was particularly interested in exploring the private investment opportunities on the platform. And once he took that initial plunge, there was no turning back.

Arta Provides New Access:

Chris and Natasha were excited by what they found on Arta’s platform.

Arta’s private investment opportunities showcased reputable names, such as KKR and Carlyle, typically out of reach for retail investors like them, and especially at fees as low as Arta’s. Arta offers broader access to elite investment opportunities, offering a streamlined and affordable way for individual investors to engage with high-quality private investments, private equity and private credit markets.

According to Chris, “Arta's gone out and vetted the creme de la creme of private equity companies. These are companies that wouldn't previously work with individual retail investors like me. Arta has really opened up that door. So now I can participate in some of the top private equity companies that exist today.”

Chris recently found that Arta’s line of credit offering, provided by custodian BNY Pershing, allowed him to access new capital more quickly and with better terms than through a traditional credit provider. Arta’s more holistic approach was especially helpful for Chris, who works as an independent consultant and subsequently has fluctuating income – something that has caused problems for him in the past when trying to secure financing. Further, the speed at which Arta moved allowed him to get into a real estate deal in a competitive market.

Chris and Natasha also invested in two structured product opportunities through Arta. With the structured products, they were impressed by Arta’s ability to secure competitive terms for investors using near real-time market conditions. Unlike competitors who offer derivative investment opportunities with a static approach—which can lead to suboptimal terms in a fluctuating market—Arta’s strategy met their needs with its adaptability and responsiveness. This ensured Chris and Natasha got the best possible terms for their investments.

Beyond Arta’s direct products and services, Chris and Natasha value the platform's proactive education on market opportunities and trends. They’ve benefited from various learning options, including webinars, expert calls, and self-directed materials available in the Arta app.

As Chris remarks, “I’m learning new things at Arta all the time. First off, they're proactive, so I receive email communications saying, hey, we're gonna do a webinar on the 2024 investment trends, and everybody's welcome to join. Or, we're gonna do a webinar on a new structured product offering. Or, hey, we have a brand new private equity company that hasn't been available before, so not only are we gonna talk about that private equity company, but they're gonna be on the call, and they can answer my questions directly and that level of access has just been really interesting.”

Arta’s platform makes it effortless for them to surface opportunities and information, allowing for seamless connection with other members. This accessibility sets Arta apart from traditional finance service providers, offering a modern and collaborative approach to asset management.

Collaboration between Couples Is Easy with Arta

Arta also enhances collaboration for Chris and Natasha as a couple, allowing them to share investment opportunities and make informed decisions together. As a DIY investing enthusiast, Chris often takes the lead in researching new opportunities. Natasha then logs in to the app and learns about the various investment areas he’s exploring. The app’s intuitive design, compared to other financial services, makes it easy for them to learn about investments together, each on their own time, enabling them to make decisions as a team.

For Natasha, Arta's approach hits close to home. She finds the platform's inclusive nature empowering: “I grew up low-income as an immigrant, and culturally and socially, our family didn't talk much about wealth or money at all. I didn't know how to build generational wealth or to manage it. To me today, wealth management means being thoughtful and specific about how we use our resources to build wealth for our family – and also for the generations that come after.”

Ultimately, Arta has helped bridge a gap left by traditional financial advisors and service providers. Unlike some traditional advisors, Arta's subject matter experts provide personalized guidance as part of a holistic approach, considering your entire portfolio to help you align on a strategic path forward. Once you've collaborated with them to define your strategy, they take a step back and allow you to drive your own investment journey.

Chris says it best: “It's like having the expert there to check your math, to advise you on your strategy. But I also love being hands-on, kind of pulling all the levers, if you will.”

Ready to Find Your Financial Fit? Your Next Steps

As you plan for the future and your financial goals, we’re here to assist. Our team is ready to meet with you one-on-one to explore how different investments can fit into your portfolio. Schedule a time with us using this link, and we'll guide you through the options.

Visit the app to discover all of our investment offerings. Arta offers free consultations to help you determine if these products are right for you and support you through the process.

Let us help you achieve your financial aspirations. Your journey to long-term investment success in private funds, private equity, or private credit starts here.

This testimonial was provided by Arta members. Non-cash compensation was provided, in this instance travel and lodging to an Arta-hosted event.

See additional disclosures here.