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ATI Investment Consulting, Inc. |
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address: 8 North Rd, Stony Brook, NY 11790 | phone: 631-675-1420
| e-mail: dina@atiinvestment.com |
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ATI believes all investors are capable of building wealth, provided they have a personalized investment strategy.
All ATI clients benefit from:
Low Cost
ATI looks for solid, low-cost investments. Because ATI keeps its fees so low, investors typically find that they are in effect getting the investment advice for free, once they see what ATI saved them in Fund expenses.
No Conflict of Interests
As a registered investment advisor, ATI only works for its clients. No investment management companies pay ATI to sell product; financial plans are designed based on the client's best interests, not on commissions.
Emphasis on Strategy
ATI's goal is to eliminate duplication in a portfolio, reduce investment risk, and capture solid returns.
Education
ATI wants clients to understand their investments/process; then clients make informed decisions.
A Sterling Reputation
Since its founding, ATI has grown exclusively through referrals.
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www.atiinvestment.com |
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Whether you need a portfolio evaluation, a detailed plan, or on-going oversight of your assets, ATI can help. Specialties include creating investment portfolios for: retirement (individuals or small businesses), retiree investment and withdrawal strategies, estate planning, education costs, and general investment plans. Free initial consultations. Visit http://www.atiinvestment.com for more information, or call us at 631-675-1420. |
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