The ATAdvantage
By creating efficient portfolios, actively managing the portfolio mix, and utilizing low cost fund managers, ATFinancial Advisors provides a unique solution to a fund based strategy. The benefits of our approach are many:
- Fully outsourced investment solution
- Easy portfolio construction with pre-defined model allocations
- A multi-style solution with 11 separate mutual funds
- Access to some of the best fund managers with a proven track record
- Focus on low cost, actively managed, fund solutions
- Diversified portfolio where the mix is actively managed
| |
A Unique Approach to an age old Concept
Asset allocation programs that assist investors in creating an investment mix, provide mutual fund oversight, and offer periodic re-balancing are nothing new. At ATFinancial Advisors, we believe an effective program should include more. A truly effective asset allocation program not only creates the mix, but actively manages it. This philosophy, combined with our focus on low cost fund providers, lets us bring a dynamic investment approach to an otherwise mundane process. Not only that, we have made the selection process easy by constructing model portfolios that allow investors to select one of a group of portfolios, based on expected return and risk-tolerance. Click here to read How It Works.
| 
