Account Management

Portfolios are designed with the needs and risk tolerances of each client.

Atlantic Advisors, Inc. emphasizes asset conservation and growth factors in designing portfolios for clients. Depending on client risk tolerance and targeted return, portfolios are diversified between cash and cash equivalents, equities and fixed income positions. Risk reduction is accomplished through designing diversified portfolios. More emphasis is placed on matching client risk tolerances with general market positions rather than on specific investments.