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CEO Leigh Bivings Receives 2018 Five Star Wealth Manager Award

March 6, 2018 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more

POSTED IN: blog, General News

Seeing Past the Noise

February 15, 2018 BY

Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be of interest to share more widely.

Seeing Past the Noise

Okay, it’s been a lousy week as markets have gyrated back and forth. It’s always hard to pinpoint the exact trigger behind a market jolt, but we all know the market … Read more

POSTED IN: blog, Market Commentary tagged with:

Outlook and Strategy for 2018

February 1, 2018 BY

Today we are publishing our 2017 Q4 investment report. It was a stellar year for anyone that had any money in the stock market and I hope that includes most of you. In this report, we review what happened during the year and why. We also discuss our views for 2018 and how we are positioning portfolios.

Enjoy the reading!… Read more

POSTED IN: Artemis Q Reports

CFP® Board Appoints Kathleen McQuiggan Special Advisor on Gender Diversity

January 23, 2018 BY

We are pleased to announce that the Certified Financial Planner Board of Standards Inc’s Center for Financial Planning has appointed our own Kathleen McQuiggan to serve as special advisor on gender diversity to help guide its Women’s Initiative (WIN). The initiative is aimed at addressing the shortage of women in the financial planning profession. Women currently make up only 23% of CFP professionals, a number that … Read more

POSTED IN: General News

Q3 Market Strategy and Outlook Report

November 16, 2017 BY

Attached please find our 2017 Q3 investment report. In addition to our usual review of the markets and our current thinking, in this issue we examine a very interesting recent report on the so-called “endowment model” of investing, named as such because it is the style of investing followed by most university endowment managers. The endowment model involves diversifying investments across strategies, asset classes and investment … Read more

POSTED IN: Artemis Q Reports, blog
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