A complete list of active advisors currently associated with AtlanticMidwest Investment Research, LLC
Warmer can help you find a great advisor at AtlanticMidwest Investment Research, LLC or one who fits your needs even better.
AtlanticMidwest Investment Research LLC is a small independent registered investment adviser managing roughly $28 million for about 58 clients and serves individuals (including high‑net‑worth clients), trusts, small business owners, and estates. The firm provides discretionary portfolio management, asset allocation, ongoing monitoring and rebalancing, and financial planning through multiple program tiers as well as an online asset‑management platform for lower‑minimum clients. The firm’s investment process draws on fundamental analysis, technical analysis, and charting, and it offers both tactical and strategic discretionary management. It operates a proprietary WealthSentry model that uses technical, global‑events and fundamental inputs to position ETF and equity portfolios, can utilize separately managed accounts, and maintains an AmericasRetirementPlan.com platform that uses risk‑tolerance testing and automated portfolio selection limited to mutual funds and ETFs. A noteworthy feature is that the firm regularly holds free seminars, webinars and workshops for the public; these sessions are described as educational and do not provide individualized investment or tax advice. AtlanticMidwest also runs a broad range of service offerings—from low‑entry online programs to high‑touch private reserve management—and discloses affiliated outside business activities (insurance, marketing and consulting) and related procedures intended to mitigate potential conflicts of interest.
To learn more about the advisors currently working at AtlanticMidwest Investment Research, LLC, 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 |
|---|---|---|
Moca, PR
| 24
|
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