Our Vision is your Peace of Mind

With more than 50 years of combined investment experience, we provide sound and practical advice to investors. Professional investment management of equities, bonds, life insurance, 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, and develop a personal investment strategy.  Our financial advisors will interview clients to perform a Monte Carlo Analysis that can model the probability of different outcomes in their portfolio to better define expected investment risk and 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 defines an Investment Policy Statement leading to greater reliability and more consistent returns.

Our 4 Step Money Management Process for The Moderate Conservative Investor
ModerateConservativeSample.pdf
Adobe Acrobat document [314.9 KB]

Asset Allocation Strategies for bionic platforms

Proper Asset Allocation and sector diversification has a significant impact on overall portfolio performance,  ATIA Wealth Management Group provides the value added human component to Automated Asset Allocation. Advisors select strategies which can focus on pre-defined sectors and developing market trends. Our experience of investing in global markets, combined with automated trading strategies, can be 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

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers is not affiliated with and does not endorse or recommend Advanced Trader Investment Advisors, LLC. Interactive Brokers provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com

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*Advanced Trader Investment Advisors, LLC./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.