A complete list of active advisors currently associated with ATIP, Inc

Warmer can help you find a great advisor at ATIP, Inc or one who fits your needs even better.

ATIP, Inc. provides personalized investment management and advisory services to individuals, trusts, estates, charitable organizations, small businesses and certain institutional clients, managing roughly $1.32 million across approximately five client relationships. Its brochure describes support for investment management, cash-flow and tax-related considerations, retirement and estate-related advice, and periodic written reports, delivered on a fee-only basis. The firm operates on a non-discretionary basis, generally seeking client approval before executing trades while using a limited power of attorney to place approved transactions, and it documents client objectives in written investment policy statements. Investment implementations use a core-and-satellite approach with passively managed index funds and ETFs as the core and tactical satellite allocations guided by relative-strength and active risk-management techniques; reviews are performed annually or more frequently as conditions warrant. ATIP is notable among peers for its very small client base and AUM, and for requiring clients to use Schwab Advisor Services to execute account transactions rather than merely recommending custodians. The brochure also highlights a distinctive mix of practices: it states it provides investment planning in some sections while also noting it does not offer standalone financial-planning or hourly planning agreements, it does not vote client proxies, and it does not accept commissions, soft dollars, or referral compensation.

To learn more about the advisors currently working at ATIP, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.