Atlantic Capital Investments, LLC

Atlantic Capital Investments, LLC is a fee-only registered investment adviser that provides investment advisory and financial planning to individuals (both high-net-worth and non‑HNW) and to corporate clients; the firm also accepts pension, 401(k) and profit‑sharing plan clients. Services are offered through consultations and may be delivered separately or in combination as portfolio management and pension consulting.

The firm manages accounts on a non‑discretionary basis only, designing portfolios predominantly from no‑load and load‑waived mutual funds and ETFs and following a written investment policy statement; clients retain ownership of securities and may impose reasonable investment restrictions. Portfolios are reviewed at least quarterly and rebalanced as needed, with fund selection based on performance history, manager track record, sector exposure, objectives, style and fee structure.

What is distinctive for this solo independent adviser is the explicit emphasis on pension and profit‑sharing clients and pension consulting—supported by the principal’s pension‑plan credentials and prior pension‑industry experience—which is uncommon among peers. The firm also provides ancillary services such as financial counseling for service members and produces financial education content, which complement its advisory and consulting work.