Atlantic Accounting Associates

We are a professional investment management consulting and advisory firm with client investment objectives at the center of our universe. We take into consideration some of the key aspects of client information when we make our investment advice and decisions - the age of the investors, his income and the tax bracket that he belongs to, his net wor... th and the size of his portfolio the type of account he holds, the timeframe that he has in mind for his investments and the quantum of risks that he is willing to take. We not only help the client reach his goals but also help him reassess his financial goals realistically so that he gets the maximum value out of his investments and his interests are protected. We follow the investment basics of diversification and investment with discipline with due consideration to tax benefits. We try to strike the right balance between our investment consulting skills and our clients' investment needs and his risk appetite. Amongst our primary concerns is to ensure our clients' income needs are satisfied. (Our focus is on moderation of risk in line with client preferences and to ensure the principal remains secure, through relatively safe investment avenues such as CD's, government bonds, fixed income instruments etc. We engage in constant fund and portfolio reassessment so that returns are balanced with safety of the principal. Further, we take such things as inflation and purchasing power depreciation into due consideration and adjust our exposure to stocks accordingly. We focus not just on the current income for our clients but also on their steady growth over time. In general, this can be achieved through the right balance of investments among small, medium and large capital indices, and investments in equity and mutual funds. Further, there is also the need to be present among the corporate blue chips. We employ many other fixed income instruments as well for purposes of diversification and to keep market risks in control. With all the emphasis on being slow and steady, we ...Read More