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A brief description of our philosophy and methodology of investing and managing portfolios.

ARTIFEX MODEL FOLIOS                                        A M O R E E F F E C T I V E WAY T O I N V E S T  DOUG KINSEY, ...
About the Author      I am a founding partner of Artifex Financial Group, a fee-only    nancial planning and investment ma...
               Conventional Wisdom   Over the last 30 years, the investment and    nancial planning professions have encou...
In our    rm, we   ll buy an international stock or targeted ETF if we think it makes sense on its merits, NOT because som...
  The Artifex Way  So, what is our philosophy   Before I get into that, I want to explain that everything we believe is po...
The    NAIC Way    is a very sound and fundamental approach to investing. It emphasizes thorough research and making decis...
The Advent of Artifex Folios  In the    nancial calamity of 2008, we were fortunate that our overall philosophy of protect...
  AFG Laddered Bond   This model was developed in response to our current interest rate environment. After 20  years of de...
AFG CFI  Core Fixed Income   This is our core bond model for non-taxable accounts  IRA   s, etc.  and currently utilizes a...
AFG CMI  Core Municipal Income  This is our core bond model for taxable accounts where tax minimization is a priority. It ...
AFG DG  Dividend Growth   For many investors, dividends are an important part of portfolio construction. Dividends provide...
AFG EI  Equity Income   One of our    rst models, Equity Income was developed in 2009 as a core holding for most clients. ...
AFG ALT   HEDGE Model  The Alternative   Hedge Model is typically a core holding for most of our clients. It is designed t...
AFG LC Core  Large Cap Core   Our    rst model, Large Cap Core was developed in 2008 as the core holding for clients who a...
AFG C9  Cloud 9   Although we shy away from    theme    investing, we do believe that the push to cloud computing is a sus...
AFG HFA SC  Hedge Fund Advisors Small Cap   The HFA Small Cap model originates from research provided by Hedge Fund Adviso...
AFG PVE 4  Prudent Value Equity   The PVE model is based on research by Joseph Piotroski, who believed that a screening te...
AFG PYH 4  Prudent High Yield Equity   The PYH model was created for investors who require a higher-yielding equity portfo...
AFG ROE  Return On Equity   The ROE model is based on Zacks research which identi   es top performing companies through Re...
Putting it all together - an example  Shown at the right is a real life example of how this works. After developing a thor...
For more information  If you would like more information on our approach, or any of our models, or if you would like a com...