ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC

Overview

Atlantic Investments A Registered Investment Advisor, Inc. is a corporation controlled by an individual owner that positions itself as a capital allocator and adviser focused on financial planning and selecting outside managers. The firm’s stated advisory activities center on delivering financial planning services and recommending or engaging third-party advisers rather than running large, proprietary model portfolios in-house. Its fee architecture is non-traditional: the firm bills on an hourly basis and uses other unspecified fee arrangements. The firm does not promote an ESG investment stance and is not a pension consultant. It lists an affiliation with an insurance company, which aligns with its use of insurance products in client solutions. Atlantic Investments is not newly formed and is recorded as an unclassified adviser for regulatory purposes.

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