--- title: Investment Management Services | Artifex Folios Investment Portfolios --- [![](https://blog.artifexfinancial.com/hs-fs/hubfs/artifex%20logo%20color.jpg?width=72&name=artifex%20logo%20color.jpg "artifex logo color.jpg")](https://blog.artifexfinancial.com/)   - [Home](http://www.artifexfinancial.com) - [Blog](https://blog.artifexfinancial.com) - [Client Login](http://www.artifexfinancial.com/client-login/) - [Contact](http://www.artifexfinancial.com/contact/) Call Toll Free 855-PLAN OHIO - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) [![](https://blog.artifexfinancial.com/hubfs/Images/logoPhone.png)](http://www.artifexfinancial.com) - ![](https://blog.artifexfinancial.com/hubfs/Images/phone.png) - 855-752-6644 ![photoSec.jpg](https://blog.artifexfinancial.com/hs-fs/hubfs/Images/photoSec.jpg?width=1600&name=photoSec.jpg "photoSec.jpg") # Artifex Folios Durable Investment Portfolios Customized to Your Goals [![Get Started Today](https://no-cache.hubspot.com/cta/default/1557625/eeb161f4-2cc1-4e46-8940-2cd873c9f5f8.png)](https://cta-redirect.hubspot.com/cta/redirect/1557625/eeb161f4-2cc1-4e46-8940-2cd873c9f5f8) ## Investment Management Services Our "folio" model approach was developed four years ago by Doug Kinsey, who serves as AFG's Chief Investment Officer, and utilizes Folio Investing's innovative portfolio management platform to implement and track our clients' portfolios. Doug has over 25 years experience in financial services and investment management and views investment management as a process of preserving, then growing wealth. --- ## [Model Stats are updated](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated-0) January 18, 2017 [![](https://blog.artifexfinancial.com/hubfs/iStock_portfolio_image_Small.jpg)](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated-0) I've updated the stats on the various individual stock and ETF models as of 7/18/2016. Click the name of the model at the bottom of this page to learn more. […read more »](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated-0) ## [Model Stats are updated](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated) July 20, 2016 [![](https://blog.artifexfinancial.com/hubfs/iStock_portfolio_image_Small.jpg)](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated) I've updated the stats on the various individual stock and ETF models as of 7/18/2016. Click the name of the model at the bottom of this page to learn more. […read more »](https://blog.artifexfinancial.com/artifexfolios/model-stats-are-updated) ## [Updated Performance and Statistical Reports for our Models](https://blog.artifexfinancial.com/artifexfolios/updated-performance-statistical-reports-models/) August 26, 2014 We’ve just updated the performance and statistical information on some of our models using StatPro, a third-party analytics package. If you’d like to review these reports, please enter your email address after clicking on the following link: Click here to access the latest AFG Folios […read more »](https://blog.artifexfinancial.com/artifexfolios/updated-performance-statistical-reports-models/) ## [Recently updated fact sheets for some of our most popular models](https://blog.artifexfinancial.com/artifexfolios/recently-updated-fact-sheets-popular-models/) July 24, 2014 We recently created fact sheets for five of our core models. You may review them here. Artifex Prudent High Yield Fact Sheet 2.14.14 (1) Artifex Alternative Hedge Fact Sheet 2.14.14 (1) Artifex Cloud 9 Fact Sheet 2.20.14 (1) Artifex Equity Income Fact Sheet 2.20.14a (1) Artifex […read more »](https://blog.artifexfinancial.com/artifexfolios/recently-updated-fact-sheets-popular-models/) ## [AFG Impact](https://blog.artifexfinancial.com/artifexfolios/afg-impact) April 16, 2014 The AFG Impact (abbreviated as AFG SRI) model is a newer model, that is the result of a primary SRI (Sustainable, Responsible, Impact) screen applied to our AFG Large Cap Core model. It is a basic SRI Screen that takes into consideration limitations on alcohol […read more »](https://blog.artifexfinancial.com/artifexfolios/afg-impact) ## [Model Portfolio Updates](https://blog.artifexfinancial.com/artifexfolios/model-portfolio-updates/) March 07, 2014 I’ve made the following portfolio changes today: AFG Cloud 9 Technology portfolio – Selling half of our Amazon.com position due to a very high earnings multiple at 624 trailing and 192 forward PE. Love the company, but the valuation seems exorbitant. We’ve made a nice return […read more »](https://blog.artifexfinancial.com/artifexfolios/model-portfolio-updates/) ## [We’ve prepared a new white paper for you](https://blog.artifexfinancial.com/artifexfolios/weve-prepared-new-white-paper/) January 31, 2014 I just finished our latest white paper on our Artifex Folios method. I hope you enjoy it and get something out of it. If you have questions or would like to discuss this further, please contact me at 855-752-6644. Best regards, Doug Kinsey […read more »](https://blog.artifexfinancial.com/artifexfolios/weve-prepared-new-white-paper/) ## [Performance Results of Selected Artifex Folios – December 31, 2013](https://blog.artifexfinancial.com/artifexfolios/performance-results-selected-artifex-folios-december-31-2013/) January 03, 2014 Here are the Year-to-date and Since Inception performance results of our most commonly used Models as of December 31, 2013 Click the image below to see the report […read more »](https://blog.artifexfinancial.com/artifexfolios/performance-results-selected-artifex-folios-december-31-2013/) ## [The Price America Pays for Global Leadership, By  Bob Veres](https://blog.artifexfinancial.com/artifexfolios/price-america-pays-global-leadership-bob-veres/) January 03, 2014 – 1 – © Copyright 2013, Advisor Perspectives, Inc. All rights reserved. The Price America Pays for Global Leadership By Bob Veres December 24, 2013 America’s political debates inevitably default to finding ways to contain our federal deficits, and our investment debates focus on whether we’re […read more »](https://blog.artifexfinancial.com/artifexfolios/price-america-pays-global-leadership-bob-veres/) ## [Updated Performance Information Available for AFG Folios through 6/30/2013](https://blog.artifexfinancial.com/artifexfolios/updated-performance-information-available-for-afg-folios-through-6302013/) July 19, 2013 We recently updated the performance results for our Folio models. You may access the information here: http://artifexfinancial.com/artifexfolios/performance-results-of-selected-artifex-folios/ […read more »](https://blog.artifexfinancial.com/artifexfolios/updated-performance-information-available-for-afg-folios-through-6302013/) [« Older Entries](https://blog.artifexfinancial.com/artifexfolios/page/2) [All posts](https://blog.artifexfinancial.com/artifexfolios/all) [Free Financial Planning Tools](https://blog.artifexfinancial.com/free-financial-planning-tools/) ### Artifex Folios Portfolio Information [![](https://blog.artifexfinancial.com/hubfs/Images/logoNAPFA.gif)](http://napfa.org)[![Click for the BBB Business Review of this Financial Planning Consultants in Dayton OH](https://blog.artifexfinancial.com/hubfs/Images/blue-seal-200-42-artifexfinancialgroupllc-4430.png)](http://www.bbb.org/dayton/business-reviews/financial-planning-consultants/artifex-financial-group-in-dayton-oh-4430#sealclick) [![](https://blog.artifexfinancial.com/hubfs/Images/277913a6-258d-4ad9-960f-bd135d90d7df-1.png)](http://437a158b-19c6-435f-bee3-e85877009a64.mobapp.at?src=banners&p={t:180x150@64}) ### Quick Links - [Home](http://www.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [About Us](http://www.artifexfinancial.com/about-us/) - [Blog](https://blog.artifexfinancial.com) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/) - [Personal Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/) - [Artifex ESG Impact Investing](http://www.artifexfinancial.com/esg) - [Free Financial Planning Tools](http://www.artifexfinancial.com/free-financial-planning-tools/1) - [Client Login](http://www.artifexfinancial.com/client-login/-0) - [Compliance](http://www.artifexfinancial.com/compliance/-0) ### Contact Us **Artifex Financial Group** **Phone** 855-PLAN OHIO ( 855-752-6644 ) **Dayton Office** The Oakwood Building 2305 Far Hills Avenue, Suite 206 Oakwood, OH 45419 [Location map »](https://blog.artifexfinancial.com/locations#map-oakwood) **Cincinnati Office** Kenwood Center 8044 Montgomery Rd Suite 700 Cincinnati, OH  45236 [Location map »](https://blog.artifexfinancial.com/locations#map-cincinnati) **Columbus Office** Versa 1201 Dublin Road Columbus, OH 43215 [Location map »  ](https://www.artifexfinancial.com/locations/#map-columbus) **Los Angeles Office**WeWork Pacific Design Center - Red Building 700 N San Vicente Blvd, 7th Floor Los Angeles, CA. 90069 [Location map »  ](https://www.artifexfinancial.com/locations/#map-losangeles) [![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialFacebook.png)](https://www.facebook.com/pages/Artifex-Financial-Group-LLC/331487015638)[![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialTwitter.png)](https://twitter.com/artifexfg) [Privacy Statement and Legal Terms](https://blog.artifexfinancial.com/privacy/) | [Disclaimer](https://blog.artifexfinancial.com/disclaimer/) | [Compliance](https://www.artifexfinancial.com/compliance/-0) [FINRA](http://www.finra.org/) and [SIPC](http://www.sipc.org) © 2006 - 2026 Artifex Financial Group. 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