| Taking Active Management to the Next Level
Our ATManaged Overlay Portfolios combine the ATFinancial Advisor philosophy of prudent asset allocation, active portfolio management, and low cost implementation with the transparency and efficiency that comes with owning a portfolio of individual securities. We have taken the concept of separately managed accounts (SMA) and simplified it through the use of manager models, with ATFinancial Advisors serving in the role of overlay manager. Upon completion of an intensive due diligence process, we upload the models of each selected money manager, overlay any client specific considerations and/or tax constraints, and execute trades consistent with both the independent managers and the client’s individual requirements.
Click here to read How It Works
The ATAdvantage
Our multi-strategy process seeks to overcome many of the challenges of traditional mutual fund and separately managed account solutions and to do so at a lower cost.
- Fully outsourced investment solution
- Multi-style solution with the benefits of owning individual securities
- Eliminate the need for multiple accounts and consolidated reports
- Comprehensive tax and cost management with ATFA trading and analysis tools
- Portfolio customization/personalization with client specific restrictions, while maintaining the purity of a multi-manager solution
- Access to managers that have gone through a rigorous due diligence process
- Portfolio that not only is implemented, but actively managed by ATFA
| |
| 
