About Us

Atlantic Investments is a Registered Investment Advisor (RIA) in the State of California. As an RIA, the firm advisors have a fiduciary duty to their clients; meaning that they have a legal obligation to provide proper investment advice and always act in the best interests of their clients at all times. Unlike a Wirehouse Rep or Broker Dealer, Atlantic Investments is fee-based only advisory firm and does not receive commissions for sale or purchase of securities. As an RIA, we are able to provide complete transparency without conflict of interest that may arise when a broker sells a fund run by their own firm.

team2Whether you are just starting out, building wealth, preparing to retire, or already are retired, our strategic team is prepared to help clients which desire safety, security, and tax benefits. More importantly strategic solutions to avoid loss opportunity and still provide a guaranteed income they cannot outlive.


Atlantic Investments has made it a corporate responsibility to expand the firm’s efforts in philanthropy. For many years our team has put focus on supporting local charities by donating time, money, and resources. Atlantic and our team members are well respected and recognized in their local communities for these efforts.

Atlantic Investments respects and supports all charities that help others in need. Some of our favorite causes include Make-A-Wish Foundation, Best Buddies International, American Red Cross, and Gradient Gives Back Community Outreach Program.

Atlantic Investments has a goal to continually give and do all we can to help those who cannot help themselves. Philanthropy is an important part of the culture of Atlantic Investments and we welcome any opportunity to get involved in your local community charity as well as charities abroad. Please email our Director of Philanthropy at give@atlanticinvestments.com to learn more about our current contributions or to provide us information on ways we can get involved in your charitable cause.

Strategic Alliances

President of Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

Senior Portfolio Manager Gradient Investments, LLC

Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.

Portfolio Manager Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.