ATA MANAGEMENT STRATEGIES INC

Overview

ATA Management Strategies Inc is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on serving individuals and families, acting as a capital allocator that places client assets across internally managed strategies and third‑party managers. Its advisory work spans comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of outside advisers. ATA also operates in insurance distribution and accounting roles, which it integrates into client solutions. Investment preferences emphasize non-traditional allocations and separate account management. A large portion of the firm’s reported assets sits in an asset category labeled “Other,” suggesting meaningful exposure to customized or illiquid holdings rather than only traditional long-only equity and fixed income. ATA is not an active ESG investor and does not position itself as a multi-state adviser.

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Location & Offices