Our ATAC approach is currently being offered through our mutual funds and in separate account format through our primary custodian Fidelity.
The vast majority of people access our ATAC approach through our mutual funds. Opening a separate account requires having an existing Fidelity account or opening a new one through www.fidelity.com, and is at the sole discretion of the portfolio managers upon a careful evaluation of your financial profile. We request that new relationships with clients begin at a minimum of $1,000,000.
Want to learn more about ATAC and our investment management services? Email us and a representative will get back to you.