wealth-management

At Atlantic Investments, we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

We offer:

  • Investment Advice
  • Wealth Management
  • Professional Money Management through:
    • Gradient Investments, LLC
    • Saratoga Capital Management
    • SEI
    • Curian Capital
    • Hanlon Investment Management, Inc

 

Exclusivity & Experience

Atlantic Investments has expanded our services by offering professional money management through our strategic investment partner, Gradient Investments, LLC (GI). GI is an SEC registered investment advisor offering clients over twenty proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA®, MBA and Sr. Portfolio Manager, Michael Binger, CFA®.

Schmidt and Binger are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and other national publications. Schmidt has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. Both Schmidt and Binger are Chartered Financial Analysts® and members of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

Schmidt and Binger each boast over 20 years of institutional investment experience. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.

 

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