Category Archive for "Musings" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

A Quick Comment On Trust…

The ARTAIS Fund, as with most Spoke Funds, uses a third-party, FDIC-insured trust company (Trust Company of America) to provide oversight of all portfolio holdings. All client accounts are maintained at the trust company. Technology allows the fund manager to actively trade and reallocate portfolios as he sees fit, but the fund manager never physically touches ...