Artesa Financial Group

Artesa Financial Group, LLC is a registered investment adviser specializing in wealth management services, including asset/liability planning, investment advice, asset allocation strategies, and portfolio construction recommendations. Established in June 2010, the firm focuses on conservative guidance with a risk-first methodology, tailoring solutions to each client's financial circumstances. AFG manages assets totaling $110,491,722 on a discretionary basis as of December 31, 2024. Clients engage AFG for discretionary management of assets, primarily allocating investments among mutual funds, ETFs, and individual securities based on client objectives. The firm charges an annual fee based on a percentage of assets under management, ranging from 0.25% to 2.00%. AFG does not impose minimum account requirements and offers services to individuals. The firm's investment strategies employ a risk-first allocation process, utilizing fundamental and technical analysis methods. AFG does not provide performance-based fees and does not vote client securities. The firm exercises investment discretion on behalf of clients, with the authority to make transactions without client consent, subject to any limitations requested by the client. AFG does not vote client securities and does not have any financial disclosures that may impair its ability to meet contractual commitments. For more information, visit www.artesafinancialgroup.com.