Registered Investment Advisor
The sole purpose of our firm is to preserve and enhance our clients’ wealth from one generation to another. We constantly evaluate new developments in investment strategy, estate planning, and risk management. We consider how such developments might affect our clients. The goal is conservative but the tools are cutting edge. This gives us the flexibility to create a plan that will perfectly reflect a client’s unique needs and objectives.
Atlantis Asset Management is free of bias regarding the selection of research, investment products and strategies, and thus chooses independently from the entire universe of product.
Highest Ethical Standards and Integrity
Our firm and its employees conduct themselves in a manner that is above reproach. Our integrity is key to preserving our most valuable asset — our reputation.
Our History
Atlantis Asset Management was organized in 2005 to provide specialized risk management and asset allocation strategies to high net-worth individuals, Corporations, Foundations, Trusts and other public and private institutions.
Client Performance is always first
Your Atlantis advisor understands your goals, identifies your needs, and explains all potential solutions in detail. We will be your financial advocate. An advisor for every aspect of your financial life.
Our first priority is our clients’ success. As a firm, Atlantis creates added value for clients by offering expert, rational advice on all of your investments whether we are the manager of record or not. Every investor needs a “fiduciary”, someone who can be called upon to provide unbiased “conflict free” financial advice in this complex, ever changing investment world. As an organization, Atlantis combines its financial acumen with a culture that embraces and understands a continually changing financial landscape.
