We provide a number of innovative investment strategies that use the latest asset allocation and risk management techniques. These can significantly reduce risk and generate a substantially higher level of investment income. Our belief is that, if we offer all clients the investment strategies that the big firms only provide to the privileged few, our clients will succeed and in turn we will succeed also.
We would like to tell you more about our low cost, fee based, managed account platform. All portfolios are afforded the same care and attention whether it is worth 100 thousand or 10 million. Every investor needs a "fiduciary, " someone who can be called upon to provide unbiased "conflict free" financial advice in this complex, ever changing investment world.
We would like to tell you more about our low cost, fee based, managed account platform. All portfolios are afforded the same care and attention whether it is worth 100 thousand or 10 million. Every investor needs a "fiduciary, " someone who can be called upon to provide unbiased "conflict free" financial advice in this complex, ever changing investment world.
Services
We got together and formed Atlantis Asset Management because we understand that the investment industry's current "status quo" is not acceptable. The large firms, time and again, have demonstrated their lack of responsibility to a majority of investors. The investment management industry is two tiered.
The sole purpose of our firm is to preserve and enhance our clients' wealth from one generation to another. We constantly evaluate new developments in investment strategy, estate planning, and risk management. We consider how such developments might affect our clients. The goal is conservative but the tools are cutting edge.
Taxable and Tax advantaged risk profiled investment portfolios using a continually updated asset allocation strategy. Long term secular outlook, low turnover and high income generation. Lowered Risk equity and fixed income portfolios, Concentrated equity collars, Commodity Equity Strategies.
Atlantis advisors have access to the most respected financial planning experts in the industry to provide our clients with a total wealth management solution.Atlantis is free of bias regarding the selection of research, investment products and strategies, and thus chooses independently from the entire universe of product.
Atlantis advisors have access to the most respected financial planning experts in the industry to provide our clients with a total wealth management solution.Atlantis is free of bias regarding the selection of research, investment products and strategies, and thus chooses independently from the entire universe of product.
We have the expertise in investing across all asset classes: Equities, Fixed Income, Currencies, Private Equity, Hedge Funds, Commodities, and Real Estate. We use techniques to both preserve and grow your wealth. We have developed a strategy that can lower risk and enhance overall returns for the equity portion of your portfolio.
We are a growing organization. We believe our model is the future of the investment industry. The independent Registered Investment Advisor can provide all of the latest and most innovative products for the global market, and at the lowest cost. We can pass on these cost savings to the client. We benefit from a happier, wealthier client.
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