Income Strategies for Retirement



A well thought out Retirement Income Strategy can allow you to enjoy the benefits of your Golden Years. ATIA provides state-of-the-art life planning tools to help you meet or exceed your goals, expenses, and inheritance plans.



Create a Portfolio for Income, Growth, and Value

As the Federal Reserve Board adjusts US interest rates in the years ahead, investing in the bond market will become a challenge for many fixed income investors.  Our efforts include helping income oriented clients to find better yields while managing the downside risks inherent to both interest rate and credit sensitive investments. ATIA can provide a strategic diversification in multiple asset classes for both current income and growth.  

Invest across Multiple Market Sectors  

Whether you are a passive investor or an active trader, our live analysis of market conditions can help you stay better informed.  Our clients have the opportunity to engage an Asset Allocation Consultant to seek new and emerging opportunities in the US and foreign markets. By allocating portfolios among broad Indexes, individual stocks, bonds, and managed funds or Exchange Traded Funds (ETFs), clients participate in selected emerging growth and income opportunities.   


Exchange Traded Funds (ETFs) versus Mutual Funds

Exchange Traded Funds, also known as ETF's are commission-free, and offer a practical way to participate in both the broader markets as well as select market sectors.  Using ETF's, clients avoid Front-end or Back-end sales charges, and 12B-1 fees also known as "trailers." ATIA will often utilize mulit-sector investing in ETF's with selected stock ownership within a portfolio.

Dividend Reinvestment Plans

Dividend reinvestment can be a vital component to a successful portfolio over the long-term. ATIA provides guidance to investors when making these decisions on an issue by issue basis. Dividend Reinvestment Plans (DRIPs) are available with little or no transaction fees, and are free of commissions.

Option Strategies to Hedge a Portfolio and Produce Income

Using options to hedge your investments takes careful planning and sound execution.  With our assistance qualified clients can generate additional income, provide downside protection on a portfolio, and limit losses during extreme market conditions. Options are only used with prior written approval among qualified investors.  

ATIA Wealth Management Group and Hedge Fund Clients

Clients seeking more sophisticated market trading and hedging activity may find Advanced Trader Investment Advisors to be their firm of choice.  Through one or more trading platforms, ATIA can plan, execute, and manage positions globally.  ATIA has experience in multiple markets and asset classes worldwide.

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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