The ATAdvantage
Each of our investment strategies encapsulates our overriding investment philosophies, allowing us to bring multiple disciplines to our valued clients in an efficient and cost effective manner. The benefits are many:
- Fully outsourced investment solution
- Multiple strategies that are actively managed by seasoned, accessible professionals
- Disciplined strategies designed to provide core representation of the major asset classes
- Actively managed portfolios with an emphasis on diversification
- Ability to combine equity and fixed income strategies to build a balanced portfolio
- A core-style solution with the benefits of owning individual securities
- Comprehensive tax and cost optimization with ATFA trading and analysis tools
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Our portfolio team has been managing individual security portfolios for many, many years. Experience has instilled upon us a belief that investment strategies that focus on diversification, strategic asset allocation management, and disciplined investment management provide the foundation for long-term investing success. Each ATManaged Securities Portfolio is distinctive, yet leverages our people and our resources to provide you with a well-rounded portfolio that emphasizes our disciplined core investment philosophy. All of the ATManaged Securities Portfolios are managed by our portfolio management team that averages over 20 years of experience in the financial services industry.
| ATManaged Equity Portfolios |
ATManaged Fixed Income Portfolios |
| The ATManaged Equity Portfolios are designed to provide an actively managed portfolio of core disciplined equity securities diversified within stated market capitalizations.
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The ATManaged Fixed Income Portfolios are designed to produce current income and predictable total returns. Portfolios are primarily invested in high quality government, corporate, and mortgage backed securities with and intermediate-term maturity structure.
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