Advisors with a Fiduciary Responsibility to Clients
ATIA represents the new era of investment advisors who are not only equipped with leading technology, but also and hold a fiduciary relationship with clients rather than to any bank or brokerage firm. Whether you invest for income or growth, ATIA can assist you to implement an Investment Policy Statement tailored to your goals.
Our associates utilize only non-commissioned investment products and strategies for portfolio management. Only Life Insurance products will include a commission.
Through Master Account Agreements with one or more globally trusted Custodians, ATIA combines cutting edge technology with experience, honesty, and integrity.
David M. Gundy
President and CEO
Relevant Background:
BA Business Management
Minor in Psychology
Blackburn College, Carlinville, IL (1999)
-
Investment Advisor Representative
- Chief Compliance Officer
-
Expert on all Qualified and Non-Qualified Retirement Plans
-
IRA Rollover, Defined Pensions & Benefit Plans Specialist
To learn more about this advisor and our firm, please request a copy of our Privacy Policy, Firm and Individual Brochures:
-
Privacy Policy
-
Form ADV 2A: Firm Brochure
-
Form ADV 2B: Individual Brochure
Founding Father of ATIA
Frank P. Albanese
Born: October 8, 1965
Passed: March 6, 2023
Relevant Background:
BA Economics, DePaul University
Chicago, IL (1988)
Primary Custodians
- Altruist | *Coming in Nov. of 2023*
Join us also on Facebook, Twitter, and LinkedIn or;
Send us a Message now using our Contact Form.
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.
Print