Niche Focus Independent Registered Investment Advisor with a boutique focus serving high net worth families and foundations, presenting a targeted audience for cross-sell of advanced wealth management solutions and estate planning services.

AUM Growth Manage nearly $1.7 billion for a small client base, indicating a high-value, relationship-driven model with potential for expanded allocations, trusts, and outsourced CIO/CSO services as the client base scales.

Strategic Partnerships CIO has longstanding advisory role to prominent figure’s family office and foundation, suggesting credibility and referrals, plus opportunities to collaborate on multi-generational wealth strategies and access to exclusive networks.

Transparent Fees No placement or referral fees from platform managers, signaling a defensible value proposition; presents a sales angle focused on fiduciary alignment and fee transparency to attract fee-conscious high-net-worth prospects.

Tech Stack Adopts modern but lean tech infrastructure with Cloudflare and Google-hosted tools, which can be leveraged to position Artemis as a secure, tech-enabled advisor and to offer scalable, data-driven planning and reporting services to clients.