Artifex Advisor Services: Lean Process Strategies
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Artifex Advisor Services: Lean Process Strategies
- 1. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results ARTIFEX ADVISOR SERVICES Artifex Advisor Services provides investment management, back office solutions, process improvement strategies, and employee development consulting for Registered Investment Advisors and financial advisory firms. Advisor Services is part of the Artifex Financial Group, founded in 2007 by Doug Kinsey and Darren Harp. Artifex currently provides investment management services for individuals, households, corporate pension plans, and financial firms. 1!
- 2. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results ! Back office solutions! ! Process improvement strategies! ! Employee development! ! Artifex Investment Management Services! PRACTICE MANAGEMENT FOR THE LEAN WEALTH MANAGEMENT OFFICE Artifex Advisor Services seeks to help investment firms create and manage a lean, efficient wealth management office. We seek to partner with you in offering:! r 2!
- 3. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results Identify waste!1 Determine the root cause!2 Eliminate the waste!3 3! Waste is everywhere. Waste is in every aspect of life, including the life of a financial advisory firm. We can teach you ways to:! A STORY OF WASTE r
- 4. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results WASTE CREATES RISK IN WEALTH MANAGEMENT FIRMS With waste comes the potential for reputation risk with your clients and regulators. Major risk areas include:! r 4! ! Client satisfaction! ! Client retention! ! Compliance regulation!
- 5. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results ! Disrupt strategic plans! ! Block innovation! ! Minimize profit potential! WASTE SLOWS GROWTH If your wealth management firm is not focused on being lean, waste will:! r 5!
- 6. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results6! Our first objective is to help wealth management firms:! WHAT ARTIF E X ADVISO R SE RVIC E S DO E S r ! Identify current processes in trading, financial planning, and investment management! ! Create process improvement in internal and external methodologies! ! Determine what to keep or outsource!
- 7. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results Artifex Advisor Services employs the DMAIC approach to identifying and improving process.! Define and identify the problem in its proper scope!D Measure and collect data!M Analyze and review data for root causes!A Improve and implement solutions!I Control and plan for an improved state!C 7! DMAIC: THE FIVE PHASES OF PROCESS IMPROVEMENT r
- 8. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results STRATEGIC IMPROVEMENT We can help you identify and create your firm’s strategy for:! r ! Growth! ! Location! ! Recruiting! ! Online presence! ! Leadership training! ! Merger and acquisitions! ! Business succession planning! 8!
- 9. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results INNOVATIVE IMPROVEMENT Beyond strategic improvement, Artifex Advisor Services will seek to help you identify and create innovation in:! r ! Service offerings! ! Marketing ideas! ! Branding! ! Culture! 9!
- 10. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results ARTIFEX MANAGEMENT SERVICES Artifex Financial Services offers twelve customized portfolios: ! r 10! ! Alternative/Hedge Portfolio Model! ! Large Cap Core Equities Model! ! Return on Equity Model! G R O W T H ! Laddered Bond Model! ! Core Fixed Income Model! ! Core Municipal Income Model! I N C O M E A G G R E S S I V E G R O W T H ! Cloud 9 Model! ! Hedge Fund Advisors Small Cap Model! G R O W T H & I N C O M E ! Dividend Growth Model! ! Equity Income Model! ! Prudent High Yield Model! ! Prudent Value Income Model!
- 11. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results11! A G G R E S S I V E G R O W T H ! Cloud 9 Model primarily invests in stocks of companies that derive a substantial part of their sales from “cloud” computing.! ! Hedge Fund Advisors Small Cap Model seeks aggressive capital growth by tracking top holding of the top hedge fund advisors.! G R O W T H ! Alternative/Hedge Portfolio Model invests in stocks, ETFs and REITs of companies with risk and return profiles that are non-correlated with traditional asset classes. ! ! Large Cap Core Equities Model invests in stocks with long-term growth prospects and predictable performance that may or may not pay dividends.! ! Return on Equity Model seeks long-term aggressive growth based on the research of Zacks Investment Research.! FOLIO STRATEGIES r
- 12. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results12! FOLIO STRATEGIES ( C O N T ’ D ) r G R O W T H & I N C O M E ! Dividend Growth Model invests in stocks of companies that pay a sustainable dividend rate in excess of the average yield of stocks in the Standard & Poor’s 500 Index, and that show a long term trend (more than five years) of consistent dividend increases.! ! Equity Income Model invests in stocks of companies that pay a sustainable dividend rate in excess of the average yield of Standard &Poor’s 500 Index.! ! Prudent High Yield Equity Model is for investors who seek a higher-yielding equity portfolio.! ! Prudent Value Equity Model seeks long-term growth by investing in stocks with reasonable valuations.! I N C O M E ! Laddered Bond Model is for bond investors looking to benefit in a rising interest rate environment.! ! Core Fixed Income Model is for non-taxable accounts.! ! Core Municipal Income Model is for investors seeking to minimize both current federal income tax and interest rate risk. !
- 13. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results Customize each model to help accomplish your goals!1 Concentrate portfolio holdings for maximum impact!2 Base investment decisions on fundamental research!3 13! The Artifex Folio investment strategy is to:! THE ARTIFE X WAY r Provide 24/7 access to portfolio holdings, allocations, and updates !4
- 14. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results ARTIFEX FOUNDERS D O U G K I N S E Y Mr. Kinsey is co-Founder, Managing Partner, and Chief Investment Officer of Artifex Financial Group. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. ! ! Mr. Kinsey holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications. Doug earned a Bachelor’s of Arts in degree in Political Science from The Ohio State University.! r D A R R E N H A R P Darren Harp is co-Founder and Managing Partner of Artifex Financial Group, and has more than 15 years of experience in the financial services industry. Prior to Artifex, Mr. Harp served in various roles at Fidelity Investments and Fifth Third Bank.! ! Darren holds a Bachelor of Arts from Miami University at Oxford, Ohio, and a Master of Business Operational Excellence from the Fisher College of Business at The Ohio State University.! 14! r
- 15. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results D O U G K I N S E Y O R D A R R E N H A R P Dayton Office! 2305 Far Hills Avenue, Suite 206! Oakwood, OH 45419! ! Cincinnati Office! 201 East Fifth Street, Suite 1900! Cincinnati, Ohio 45052! ! ! 855-752-6644! www.artifexfinancial.com! ! doug.kinsey@artifexfinancial.com darren.harp@artifexfinancial.com! ! ! ! CONTACT r 15! Columbus Office! 545 Metro Place South, Suite 100! Columbus, Ohio 43017! ! Cleveland Office! 600 Superior Avenue East, Suite 1300! Cleveland, OH 44114! For more information, a second opinion, and/or an evaluation of your firm’s financial fitness, please contact:!
- 16. Artifex Advisor Services: Focused on Your Process, and on Delivering Your Results DISCLOSURE r 16! This presentation is for informational purposes only and does not constitute a complete description of our investment services or performance. The presentation is not a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this presentation, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past results are not an indication of future performance.!