Our Planning Process - ATIA Wealth Management
Description: Registered Investment Advisors providing Performance Based & Fee Based Accounts. No-Load Funds, Indexes and MegaCap, large cap, mid-cap, and small cap sectors. 401(k) plans, and retirement plan reviews. Flat fee services for Institutional Investors. Robotic Trading Systems and Automated Trading Platforms available.
il (3085) financial planner (550) registered investment advisor (112) robotic trading systems (2) automated trading platforms (2) stock brokers in springfield (2) asset allocation services (2) performance based advisor (2) fee based advisor (2) 401(k) advisor
With more than 50 years of combined investment experience, ATIA Wealth Management Group provides active portfolio management using low-cost investment products. Professional investment management of equities, bonds, life & health insurance, long-term care, trusts, and estate planning.
Clients can select from among various Asset Allocation Strategies, including: Tactical, Strategic, Constant-Weighting, and Intragrated, thereby defining their own goals, expectations, and risk tolerance. ATIA constructs portfolios which can either alleviate or participate in short-term volatility, and create a comprehensive long-term financial plan for the future. Professional wealth strategies are designed for each client.
ATIA can provide clients with a qualified financial plan to measure their financial strengths and weaknesses to develop a personalized investment strategy. ATIA offers clients state-of-the-art financial planning software to better define expected investment risk & return.
Our Planning Process - ATIA Wealth Management