ATIS

Overview

Atis operates as an independent broker-dealer and insurance broker that also provides advisory services to individuals and families. The firm blends transactional brokerage capabilities with fee-based planning and portfolio management, offering a mix of percentage-of-assets, hourly and fixed-fee engagements. Service areas called out in the firm’s activity set include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. As a capital allocator, Atis sources third-party managers and places client capital outside its own proprietary vehicle set. Investment preferences tilt toward equities—both individual stocks and exchange-traded funds—with equity exposures representing the largest segment of client assets. The firm does not position itself as an ESG-focused manager, and its business footprint is concentrated rather than multi-state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices