We consider the ability to buy and rotate across asset classes to be the greatest advantage a client has in hiring us to manage their money. Rather than manage money to a specific asset class at all times, we offer dynamic portfolio management which is not dependent on a particular market generating that performance. We believe investment management means having the flexibility and ability to allocate money across different asset classes at different points in the investment cycle and have control over that process.
Our ATAC strategies are available through our mutual fund and separately managed accounts.
For more information or to set up a consultation: Contact us by e-mail at email@example.com, or phone at (212) 255-5000.