Our Vision Is Your Peace of Mind
With more than 50 years of combined investment experience, ATIA Wealth Management Group provides active portfolio management using low-cost investment products. Professional investment management of equities, bonds, life & health insurance, long-term care, trusts, and estate planning.
Registered Investment Advisors for The New Age Investor
Clients can select from among various Asset Allocation Strategies, including: Tactical, Strategic, Constant-Weighting, and Intragrated, thereby defining their own goals, expectations, and risk tolerance. ATIA constructs portfolios which can either alleviate or participate in short-term volatility, and create a comprehensive long-term financial plan for the future. Professional wealth strategies are designed for each client.
Retirement & Estate Planning
ATIA can provide clients with a qualified financial plan to measure their financial strengths and weaknesses to develop a personalized investment strategy. ATIA offers clients state-of-the-art financial planning software to better define expected investment risk & return.
Modern Portfolio Theory: Diversification & Rebalancing
In Modern Portfolio Theory, risk-averse investing is achieved when portfolios are diversified in a manner which effectively maximizes expected returns based on a given level of market risk. An ATIA financial advisor will follow a 4 Step Money Management Process that better defines a written Investment Policy Statement, thereby providing the client with a clear vision of their financial wellness.
Asset Allocation Strategies
Proper Asset Allocation and sector diversification can have a significant impact on overall portfolio performance. ATIA Wealth Management Group provides the value added human component to Automated Asset Allocation. Advisors can select strategies which can focus on pre-defined sectors and developing market trends. Our experience of investing in the global markets can lead to a measurable advantage over passive investment styles.
To learn more about Automated Asset Allocation click here
Primary Custodians
Pershing, LLC and The Bank of New York Mellon are not affiliated with and do not endorse or recommend Advanced Trader Investment Advisors, LLC (ATIA). Broker dealer Shareholders Service Group, Inc. provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC/ATIA Wealth Management Group via Pershings' Revolutionary online trading platform NetX360 . For additional information, Click here
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ATIA Wealth Management Group If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the B/D or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.
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