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ARTISAN INVESTMENT MANAGEMENT
THE GOAL-BASED PROCESS
At its core, goal-based investing is about connecting investment strategies to a client’s financial objectives. Artisan Capital Management empowers clients to make that connection by custom-tailoring strategies for the three stages of an investment journey: Gain, Protect and Spend.
01
GAIN
In this stage, we seek to capture growth trends with a flexible, active investing process that’s designed with the goal of growing wealth over time, while being mindful of volatility.
02
PROTECT
Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan, keeping in mind the mid and long-term goals that you have established.
03
SPEND
In this stage, we seek to provide the ability for clients to take regular distributions and preserve spending power, while addressing longevity and shortfall risks.
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