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ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC.
Atlantic Investments is a highly reputable financial advisory firm that provides expert investment advice to clients. With a team of experienced advisors, the firm helps clients navigate the complicated world of finance, making informed decisions that will help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Atlantic Investments offers a wide range of financial services aimed at helping clients build and manage their wealth. The firm provides personalized investment strategies tailored to the unique needs and goals of each client. In addition, the advisors at Atlantic Investments are committed to providing transparent and ethical advice that puts the clients’ interests first.
Facts and Insights
Here are some important facts and insights about Atlantic Investments:
| Assets Under Management | $50 billion (as of 2020) |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | Over 25 years |
These numbers speak to the firm’s success and expertise in managing clients’ investments. Atlantic Investments has a proven track record of helping clients achieve their financial goals.
Financial Services Offered
Atlantic Investments offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
Atlantic Investments caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Corporations
- Non-profit organizations
- Retirement plans
Fees & Compensation
Atlantic Investments charges a fee for their services, based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ interests. The firm also discloses all fees and compensation to clients in a transparent and easy-to-understand manner.
Background
Atlantic Investments was founded in 1995 and has grown to become one of the most trusted and successful registered investment advisors in the industry. The firm’s team of experienced advisors has a deep understanding of the financial markets and provides sound investment advice to help clients achieve their financial objectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, Atlantic Investments is required to disclose any potential conflicts of interest or disciplinary events. Clients can access this information through the firm’s Form ADV, which can be found on the firm’s website or through the SEC’s Investment Adviser Public Disclosure (IAPD) website.
In summary, Atlantic Investments is a trusted and reputable financial advisor that helps clients navigate the complex world of finance with expert advice and personalized investment strategies. With a commitment to transparency and ethical practices, the firm puts clients’ interests first and helps them achieve their financial goals.