Member Since
01/10/2011
Member Through
01/30/2024
California Department of Corporations
Consumer Financial Protection Bureau
Federal Trade Commission
Securities and Exchange Commission (SEC)
Financial Industry Regulatory Authority (FINRA)
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"customCopy": "<h2>Description<\/h2>\n<p><strong>Atlantic Investments A Registered Investment Adviser, Inc. is an RIA in the state of California. <strong>Atlantic Investments A Registered Investment Adviser, Inc.<\/strong>\u00a0is a member of the National Ethics Association and Better Business Bureau.<\/strong><\/p>\n<p><strong>Our firm's advisors are licensed Series 65 (Uniform Investment Adviser Law Exam) and \u00a0provide investment advisory planning services which include investment planning, retirement income planning, tax planning, and insurance planning.<\/strong>\u00a0<\/p>\n<p>Atlantic Investments A Registered Investment Advisor, Inc. is based in the California with a strategic team serving Nationwide.\u00a0<\/p>\n<p>Atlantic Investments A Registered Investment Advisor, Inc.\u00a0is a full-service retirement planning firm, overseeing and coordinating finances in the southern coastal regions of the United States with a strategic team serving Americans nationwide. Our mission is to provide the families we serve with innovative retirement planning strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.<\/p>\n<p>\u00a0<\/p>\n<p>At Atlantic Investments A Registered Investment Advisor, Inc., 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.<\/p>\n<p>\u00a0<\/p>\n<p>Exclusivity & Experience<\/p>\n<p>Atlantic Investments A Registered Investment Advisor, Inc.\u00a0expands 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 20 proprietary portfolios through its strategic investment partners across the country. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA.<\/p>\n<p>Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and the Los Angeles Times. He is a Chartered Financial Analyst\u00ae and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>",
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