Here’s another portfolio manager joining the Spoke Fund® revolution:
I’m pleased to announce the addition of the ARTAIS Fund to the site. John Rothe of Rothe Financial Group up in Northern Virginia, manages this Spoke Fund®, which focuses on absolute returns – specifically, focusing on long-term growth with less risk than the S&P 500. John also offers customized wealth management solutions to clients with investment portfolios of $1 million or greater.
Here is more on that unusual name as well as John’s philosophy when it comes to ARTAIS:
ARTAIS — Absolute Returns Through Adaptive Investment Strategies
The ARTAIS Fund uses decades’ worth of investment theory to create a better way to invest. Using a “Spoke Fund®” concept (in which investors’ monies are collectively managed but separately held), the ARTAIS Fund makes institutional-style investing available at all wealth levels. The Fund was created to offer investors a better alternative to investing in traditional mutual funds and hedge funds. While all of these funds provide diversification for the investor, Spoke Funds® offer some key advantages. The most important advantage is that spoke funds offer the benefits of pooled investments without the typical drawbacks of pooled investments (i.e., the actions of a few investors affecting the fund as a whole, taxes from previous investors passed on to new investors, etc.).
The ARTAIS Fund allows clients to invest in the stock market in the same manner that large pensions and institutions do. This is the same strategy that the Rothe Financial Group employs for private client portfolios over $1 million. The ARTAIS Fund offers investors with account sizes of $25,000 or more the same level of active management and growth that our largest clients have enjoyed for years.
And here’s more from John on why he chose to launch a Spoke Fund®:
“A typical mutual fund’s investment strategy is limited by its prospectus – which was most likely written during a bull market. A Spoke Fund® is flexible. We can move into safe haven investments when necessary and then re-invest to maximize growth when the markets are rebounding. This ability to adapt to changing market conditions is what makes spoke funds so appealing.”
And here’s more background on John:
John Rothe is Portfolio Manager of the ARTAIS Fund and President & Chief Investment Officer of the Rothe Financial Group.
Prior to starting his own firm, John was Vice President & OMEGA Portfolio Manager with Oppenheimer & Co., and began his career at Morgan Stanley where he served as Vice President-Investments.
John is an active member of the National Association of Active Investment Managers and Market Technicians Association. He has written numerous articles on investment management strategies and his advice has appeared in various national publications.
He is a husband, dad, dog lover, geek, and sometime superhero (to his kids at least).
So he’s going to fit in just fine among the rest of us geeky-sometime-superhero types, no?
Congrats, John, and welcome to the club, ARTAIS Fund®!