manage your public market portfolios with Arta

Public market assets, including stocks, bonds, ETFs, and other derivatives, are an important driver of long-term wealth. Arta helps you create and manage portfolios like the pros for much less than a private banker. Start from one of Arta’s strategies, or create your own from scratch and have Arta’s Copilot manage it for you.

Colored card for Defensive Growth
Colored card for Harvest Treasuries

AI-Managed Portfolios

AMPs bring together cutting edge research and systematic investing to create portfolios centered around one thing – your investment goals.

Colored card for Principal Protected Growth
Colored card for S&P 499 Index

Custom Arta strategies

Ride the public markets with strategies often used by the ultra-wealthy, ready for you to customize and deploy.

Sign up to view details


do-it-yourself investing with the arta copilot

Have your own hypothesis on the market? Tell the Arta Copilot to make it happen.

Select stocks and ETFs, set allocation, and evaluate your strategy with a comprehensive portfolio scorecard. Compare against benchmarks, risk metrics, and understand historical performance.

Graph showing sample topline metrics
Graph showing sample performance backtest
Chart showing sample sector composition
Chart showing sample volatility analytics
Graph showing sample topline metrics
Graph showing sample performance backtest
Chart showing sample sector composition
Chart showing sample volatility analytics

*Graphs are for illustrative purposes only

The Copilot tracks and manages your portfolio so you don’t spend the hours rebalancing and monitoring to keep your strategy on track. It’s like having an investment manager in your pocket, without the expensive fees.

  • Regular monitoring

  • Customized or automated rebalancing

  • Dividend reinvestment preferences

  • Allocation recommendations

select a preset strategy, and customize to make it your own

why invest in public markets with Arta?

We’ve done this before

Many times actually. You’ll get products from a team who have built successful quantitative hedge funds, banking platforms, and wealth management businesses.

Protected and in your name

Your assets are in your name, custodied at BNY Mellon | Pershing, one of the largest banks in the world with over $46T in worldwide assets. Your account is SIPC protected up to $500,000.

Controls when you want them, automation when you don’t

Don’t settle for generic robos or mutual funds. Arta’s co-pilot platform lets you personalize your investments like sector focus and volatility level, or even build your own portfolio – without the hassle of day-to-day management.

Lower costs for premier investing

Fund managers can charge 1 - 2% + performance fees. Arta gives you access to sophisticated investments for far less, with no hidden fees for trading, commissions, or custody. 

reach the arta member success team

If you need to talk to someone, your membership has you covered - by phone or email.

Talk to our team

ready to open your digital family office?

Become a member
Preview of Arta Finance's app on two mobile devices

get our latest market trends and investment insights



Legal, Privacy, & Terms

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

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.

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. 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.

See important disclosures here.

Copyright Arta Finance 2024. All rights reserved