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:
Independent & fee-based
Client-drive service
Confidentiality
Client Services
We regularly communicate with our clients about current issues in banking and their impact on the business. Our comprehensive service includes:
Security selection and best execution
Ongoing monitoring
Full regulatory reporting
We also provide investment consulting on a project basis:
Impairment opinions
Quarterly, we attend ALCO meetings in person to review the client’s operating environment. Topics of discussion include:
comprehensive advisory services
including purchase analysis, credit monitoring and
proactive management.