Artifex Folios

Welcome to Artifex Folios!

Personalized Investment Portfolios

Create Your Own Mutual Fund!

Welcome!

Welcome to Artifex Folios!  Here you will learn about our custom-designed investment portfolios we created with technology provided by Folio Institutional.  Folio is an investment platform and custodian that offers the ability to fractionalize equity, ETF and Index shares.  This allows us to create models that can be used for virtually any size portfolio, and provide our clients with direct ownership of the underlying asset, as opposed to the "pooling" that takes place in mutual funds.

We believe that a low-turnover approach utilizing individual assets is a purer approach to investing and provides our clients with more transparency and a more understandable investment program.  

Any performance results are indicated with reference to inception date.  Folio Institutional provides the performance and statistical data on a daily basis.