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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2008
- Office Locations
- 1
Office Locations
About Artais Capital Management, LLC
Riverbend Investments (Artais Capital Management, LLC) provides active investment management and financial planning, using a proprietary methodology with a risk-management overlay to help reduce downside risk and volatility. Portfolios are guided by advanced investment modeling tools focused on equity growth opportunities and are implemented primarily with ETFs. Retail-focused advisor; custodies include Schwab and Fidelity/NFS.
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Owner & Executives
JOHN EDWARD ROTHE JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2935003
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,864,700 | -- |
| Non-Discretionary | $8,918,300 | -- |
| Total | $14,783,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,783,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $879,584,761 | 43.9% |
| Corporate - Investment Grade | $881,588,371 | 44.0% |
| Cash | $242,436,801 | 12.1% |
| Total | $2,003,609,933 | 100.0% |