With more than 50 years of combined investment experience, ATIA Wealth Management Group provides active portfolio management using low-cost investment products. Professional investment management of equities, bonds, life & health insurance, long-term care, trusts, and estate planning.
Clients can select from among various Asset Allocation Strategies, including: Tactical, Strategic, Constant-Weighting, and Intragrated, thereby defining their own goals, expectations, and risk tolerance.ATIA constructs portfolios which can either alleviate or participate in short-term volatility, and create a comprehensive long-term financial plan for the future.
Clients can select from among various Asset Allocation Strategies, including: Tactical, Strategic, Constant-Weighting, and Intragrated, thereby defining their own goals, expectations, and risk tolerance.ATIA constructs portfolios which can either alleviate or participate in short-term volatility, and create a comprehensive long-term financial plan for the future.
Services
ATIA Wealth Management Group provides active portfolio management backed by in-depth experience in various market conditions. ATIA was founded by associates with experience dating back to the days when trading was a primal function of the open outcry system, and who evolved with electronic trading as we know it today.
ATIA represents the new era of investment advisors who are not only equipped with leading technology, but also and hold a fiduciary relationship with clients rather than to any bank or brokerage firm. Whether you invest for income or growth, ATIA can assist you to implement an Investment Policy Statement tailored to your goals.
Whether your primary objective is Growth, Value, or Income, clients can be assured that their best interests will be foremost when making investment decisions on their behalf. ATIA offers a wide range of financial services and Professionally Managed Accounts designed to meet the goals of Individuals, Corporations, and Ultra-High Net-Worth investors.
Asset Allocation Consulting for individual investors, company retirement plans, and participants of and institutional plans. Asset Allocation is a vital component of long-term portfolio performance. ATIA offers Asset Allocation Consulting to retirement plan providers and their participants.
ATIA will review each clients' stock, bond, and other invested asset allocations, and make discretionary decisions based on the clients investment goals, life-insurance, trust, and estate planning needs.Available to qualified investors with invested assets of $10,000,000 or more, and a net worth of $20,000,000.
ATIA will review each clients' stock, bond, and other invested asset allocations, and make discretionary decisions based on the clients investment goals, life-insurance, trust, and estate planning needs.Available to qualified investors with invested assets of $10,000,000 or more, and a net worth of $20,000,000.
Our non-commission based advisors provide objective guidance to selecting investments in stocks, bonds, ETFs and broader market indexes on a Fee-Only Basis. Investments are continually monitored, and assets rebalanced intraday, weekly, and quarterly based on predetermine criteria set forth in the clients' Investment Policy Statement and Investment Advisory Contract.
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