A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital Partners.
“We are thrilled to reintroduce ourselves as Artisan Capital Partners, a firm that provides the deep expertise and vast resources of a larger enterprise along with the intimate, white-glove service of a smaller shop,” said Artisan President and CEO Shehab Mohammad in a press release. “Not only does Artisan prioritize the financial well-being of its clients, but also the continued growth and prosperity of its advisors. Client- and advisor-centricity is in our DNA.”
Known as “Artisan” for short, the new name is reflective of the firm’s dedication to providing clients with distinctive, thoughtfully curated and high-quality financial services, according to the announcement.
“At the heart of our rebrand is a renewed commitment to delivering exceptional service and empowering clients and advisors to thrive in an ever-evolving financial landscape,” Mohammad said. “We couldn’t be more excited to begin the next chapter in our storied history.”
Artisan is a tech-forward firm that serves clients across the country and specializes in financial, retirement, education and insurance planning.
“We’re always looking for ways to use technology to better serve our advisors and their clients, especially in an extremely dynamic economy,” Mohammad said in an email. “For example, as the market makes hard moves, our advisors are able to have more meaningful and productive conversations with clients thanks in part to technology that empowers them to more accurately assess a client’s risk tolerance and track its evolution.
“We’re also excited about the benefits we’re beginning to see with the use of AI. From helping us personalize marketing at scale to creating operational efficiencies that give advisors more time to spend with clients, artificial intelligence has quickly become an integral part of our tech stack. We look forward to continuing to explore how we can leverage AI to deliver the highest quality of service to our advisors and their clients.”
Founded in 1969, the firm has an open architecture platform that provides advisors and clients with numerous third-party products, investment vehicles and policies to give them greater flexibility, versus limiting them to a single set of proprietary offerings.
