A complete list of active advisors currently associated with Atlantis Asset Management, LLC

Warmer can help you find a great advisor at Atlantis Asset Management, LLC or one who fits your needs even better.

Atlantis Asset Management is a fee‑based registered investment adviser that provides discretionary portfolio management and investment advice to individuals, trusts, pension and profit‑sharing plans, charitable organizations, and business entities. Like many peers, it manages separately managed accounts using stocks, bonds, mutual funds, ETFs and options under asset‑based advisory arrangements. Portfolios are team‑managed with weekly investment meetings and are tailored to each client’s objectives, with periodic reviews and rebalancing (at least monthly). The firm emphasizes large‑cap equity strategies — including a risk‑managed core/all‑cap sleeve and a focused dividend sleeve — and incorporates option writing (covered calls) and put hedges as part of its risk‑management approach. What distinguishes the firm is its explicit and routine use of derivatives inside separately managed accounts to reduce volatility, with a stated policy of no leverage unless a client specifically requests it and derivative strategies generally capped at 1:1 leverage. Atlantis also accepts and oversees non‑custodial and alternative investments (such as hedge funds, private equity and tangible assets) and monitors third‑party managers on behalf of clients, practices that are less common for firms of its size.

To learn more about the advisors currently working at Atlantis Asset Management, 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.