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Atlantic Capital Management, Inc.
       
 
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Additional information
 
Atlantic Capital Management, Inc.
 
 
Overview: 

The managers at Atlantic Capital Management, Inc. view themselves as the guardians of their clients' assets. There is never a conflict of interest between the manager and the investments purchased for the client. We are long-term investors who believe once a good investment is found, we will remain long term-holders. The core competency to this thesis is buying industry leaders with strong  fundamentals.


Atlantic Capital Management's strength is the

management of such investments on an individual account basis. Our investment approach is one of balance, meaning we allocate client assets between publicly listed/traded stocks and bonds and build our portfolios from the ground up. We

believe it is also important to maintain a cash position in our accounts as well. This amount of cash may vary, dependent upon individual account parameters.
History: 

The firm, which was founded and incorporated in April 1983, is locally owned and headquartered in Amherst, New York. While the majority of our clients are based in Western New York, our capabilities and operational policies permit active involvement in the national market.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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