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Business Description |
Atlantic Capital Management is an independent, SEC-registered investment advisor serving South Florida since 1995. ACM's portfolio managers develop client centered portfolios using direct investment in stocks and bonds - making the market work for you. Because of this custom, independent approach ACM clients are not subject to the whims of Wall Street.
We manage money for individuals with IRA's, IRA Rollovers and personal portfolios. ACM also manages corporate accounts, such as pension funds. |
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General Information |
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| States Willing to do Business in: |
NY, NJ, WY, FL, AZ, MN CA, VT, CT,
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
15
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| Work Experience: |
President and Chief Investment Officer. VP & Portfolio Manager 2000 thru September 2008.
Business Background - Portfolio Tracking Specialist, Atlantic Capital Management, Inc., 1994 - 1996. Co-Portfolio Manager and Office Manager at that firm until Fall 2000.
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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| BS, Finance - Canisius College (1996) |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Stocks, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Non-Financial Organization Memberships: |
Treasurer and Director of The Gary Carter Foundation
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Advisor's Number of Clients: |
55
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| Advisor's Number of Managed Clients: |
55
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| Advisor's Number of Planning Clients: |
0
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| Assets Managed by Advisor: |
$50 million
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
1% on 1st $1 million
.75% on next $1 million
.5% on next $2 million
Portfolios over $4 million negotiated fee.
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| Minimum Fee Charged for Managed Accounts: |
$2,500
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| Prepared By: |
Jeffrey Snider |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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You have 30 days to cancel advisory contract with no fee. |
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| Q. |
What services do you provide? What are your specialties? |
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Portfolio management for individuals with IRA's, IRA Rollovers or personal portfolios. We also manage corporate accounts such as pension plans and charitable assets. |
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What is your experience? How many clients do you currently manage? |
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Atlantic Capital Management has been in business since 1995, with over 50 years combined experience. We manage approximately 55 client accounts, with over 100 portfolios. |
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How do you charge for your services? |
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We are fee-based advisor - we are paid quarterly as a percentage of asset values. We are not paid by commissions. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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ACM has a superior track record for maximizing returns based on risk. Our independent research capability allows us to customize portfolios using direct investments in stocks and bonds - not investment products that are one-size-fits-all and follow the crowd. |
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