Advisory Services

Atlantic Capital Strategies, Inc. offers highly responsive advisory services for proactive management of investment portfolios.
Let us assist you with your investment needs.

Comprehensive Offerings

Atlantic Capital Strategies, Inc. offers a comprehensive asset management service that integrates our client’s investment portfolio into the overall strategic plan of the institution.

Advice is provided for Fixed-Income, Equity Securities, and Derivatives. We engage our clients with discussions about liability management, lending and deposit strategies, capital planning, and broad asset allocation. Aspects of our services include:

Fiduciary obligation to client
Independent & fee-based
Regulatory monitoring
Client-drive service
Market economies of scale

Client Services

We regularly communicate with our clients about current issues in banking and their impact on the business. Our comprehensive service includes:

Tailored investment plan
Security selection and best execution
Pre-purchase analysis
Ongoing monitoring
Policy development
Full regulatory reporting

We also provide investment consulting on a project basis:

Annual portfolio reviews
Credit monitoring
Impairment opinions
Watch list reporting

Quarterly, we attend ALCO meetings in person to review the client’s operating environment. Topics of discussion include:

Economic review & outlook
Comprehensive balance sheet review
Strategy discussion
Contact us at (781) 276-4966 for
comprehensive advisory services
including purchase analysis, credit monitoring and
proactive management.

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