In the service industries, the quality of services produced is directly related to the education, experience, and credentials of the individuals who produce them. Nowhere else is that more evident than in the investment industry.
While the development of investment strategies flows from the group as a whole, each client works directly with one portfolio manager. This ensures the resulting investment recommendations are based on individual account considerations.
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.