Atlanta Capital Group
Atlanta Capital Group is committed to building long-term relationships with our clients. If you are in search of private wealth management services and understanding how we can help you achieve your financial goals, please contact us directly.
As the financial world becomes more complex and investment choices multiply, careful planning becomes even more critical to achieving your financial goals. As experienced advisors, we work in collaboration with you to develop a plan that lays out a clear path to your goals – a plan you can follow with confidence during inevitable market fluctuations. We view private wealth management as the combination of personalized investment and strategic, comprehensive financial planning. We do not separate the two because we believe sound investment decisions can only be made in the context of your personal goals. The result for you is customized and objective advice. Investment Philosophy Our approach to investing centers around four main ideals: No two portfolios should be constructed exactly alike. We actively manage the asset allocation of each individual client portfolio. We remain committed to reducing portfolio volatility. We strive to make equity investing more comfortable for risk-conscious investors. By reallocating portfolios systematically among asset classes when warranted, we help reduce risk while achieving market-like returns. This allows clients to participate in rising markets while reducing exposure when markets perform poorly.
Address: 3333 Piedmont Road, NE, Suite 2010, Atlanta, GA 30305, USA
Phone: +1 404 893 4100
FAX: +1 404 991 7070
