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Investment Advisory & Overlay Strategy

Atlantic has over 20 years of investment advisory relationships with our clients and has provided similar services i.e., custom liability matching for other selected clients during our firm's history.  We have found that our greatest value proposition is for mid-sized clients (AUM $1 to $10 billlion) who have small investment staffs, but who want more individualized attention, hands-on implementation and customized solutions that focus on their specific objectives and needs.  We provide customized investment models and strategies for asset allocation, automated fund monitoring and asset mix control.  We often perform these services in conjunction with other investment consultants of our clients.

$9.4 Billion Advisory Non-Discretionary Assets Under Management

  • Asset Allocation

 

  • Liability Driven Investing

 

  • Investment Monitoring Systems

 

  • Investment Planning Model Development

 

  • Global Futures Overlay Daily Management

This site has been designed for informational purposes only.

Atlantic Asset Management, LLC

Clearwater House

2187 Atlantic Street

Stamford, CT

203-351-2800

Copyright 2013 Atlantic Asset Management

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