Plot Me

Plot Me is a free retirement account evaluation tool that can help you answer two very important questions:

 1. Do my projected returns reflect the suggested level of risk I’m taking in my current investment portfolio?

 2. Could I potentially achieve better returns at the same risk level with a portfolio managed by Artesys?

You’ll need your last statement from your current retirement plan to get started. With some basic information on your holdings, we’ll be able to provide an illustration of where those holdings fall in relation to Artesys projected portfolio performance. When you’re finished, you can continue to Sign Me Up. There, you can complete our Risk Tolerance Questionnaire* and determine which Artesys portfolio is right for you.

Some personal information required

First Name Email    

Please have your retirement plan statement available.

Fund Sheet Example