Artifex Folios

The AFG CFI, or Core Fixed Income model, is comprised of exchange-traded funds (ETF’s) and mutual funds that focus on taxable bonds, preferred stocks, inflation-protected bonds, and global fixed income. This is a more unrestrained model than CMI, and is more suited to investors in …read more »

The AFG CMI, or Core Municipal Income model, is comprised of exchange-traded funds (ETF’s) and mutual funds that focus on bonds issued by cities, states and public taxing authorities and that therefore qualify for tax-favored treatment on their interest payments. We have a preference in …read more »

The AFG LC Core or Large Cap Core Equities model, is comprised of core holdings that may or may not pay dividends. In other words, it is not a requirement of this model that the companies pay dividends. However, they should be stocks that we …read more »

The AFG EI, or Equity Income model, is comprised of companies that pay a sustainable dividend rate that is in excess of the average yield of S&P 500 stocks. …read more »

Our primary focus of C9 is companies that derive a substantial part of their sales from the trend toward “cloud” computing. It is our belief that this is a sustainable trend and that we can identify businesses that will benefit from this trend. The argument …read more »

AFG Model Portfolios 2Q2013 Performance statistics represent historical data as compiled by Folio Institutional. The information presented here is not a projection of future results. More information can be obtained by contacting Artifex Financial Group and requesting complete details on the models. …read more »

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