Atlantic Investments A Registered Investment Advisor Employee Directory

Investment ManagementCalifornia, United States10001+ Employees

Atlantic Investments is a Registered Investment Advisor (RIA) in the State of California. As an RIA, the firm advisors have a fiduciary duty to their clients; meaning that they have a legal obligation to provide proper investment advice and always act in the best interests of their clients at all times. Unlike a Wirehouse Rep or Broker Dealer, Atlantic Investments is fee-based only advisory firm and does not receive commissions for sale or purchase of securities. As an RIA, we are able to provide complete transparency without conflict of interest that may arise when a broker sells a fund run by their own firm.

In today’s world the talking heads in the media one day are saying the market is bullish and the next day saying the market is going to crash. They are constantly getting investors excited one day and instilling fear the next day. Today we live in a very volatile economy filled with uncertainty and unfortunately fear and greed is driving the investment decisions of many. Atlantic Investments has partnered with a strategic team of experienced advisors, Chartered Financial Analyst, (CFA’s), Certified Financial Planners (CFP’s), Certified Public Accountants (CPA’s) that have earned a J.D. or MBA. Our strategic team of financial experts provide a transparent path forward to financial freedom. Many financial advisors associated with banks and brokerage houses promote proprietary funds. As a fee-only based advisor, we do not promote proprietary funds for commissions and are able to ensure total objectivity. This allows us to focus on only the client’s needs and goals.

Whether you are just starting out, building wealth, preparing to retire, or already are retired, our strategic team is prepared to help clients which desire safety, security, and tax benefits. More importantly strategic solutions to avoid loss opportunity and still provide a guaranteed income they cannot outlive.

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