A complete list of active advisors currently associated with Atlantic Investments A Registered Investment Advisor, Inc
Warmer can help you find a great advisor at Atlantic Investments A Registered Investment Advisor, Inc or one who fits your needs even better.
Atlantic Investments serves individuals and high-net-worth individuals by providing personalized financial planning and coordinating implementation through third‑party money managers. Services described in the brochure include retirement planning, cash‑flow and tax reviews, estate planning modules, and referrals to other professionals as needed. The firm does not manage client assets or accept discretionary trading authority; instead it documents client goals and risk tolerances, delivers financial plans, and acts as a liaison to third‑party money managers while performing periodic account reviews. Atlantic describes use of fundamental, technical and cyclical analysis and allows clients to impose investment restrictions reflected in written investment policy statements. Compared with peers, Atlantic operates an unusually large office footprint for a small advisor team and client base, and the brochure discloses an affiliation with an insurance business run by the firm’s president, which the firm identifies as a potential conflict of interest. The firm also does not use percentage‑of‑assets‑under‑management or performance‑based fee structures, discloses referral arrangements and external incentives from providers, and does not vote client proxies.
To learn more about the advisors currently working at Atlantic Investments A Registered Investment Advisor, 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 10
| |
Los Angeles, CA
| 15
|
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