From Left to Right: Drew Karr, Peter Clarke, Bill Brinkley, Neva Hagopian
The Atlantic Group is a multi-disciplinary team of financial specialists with more than 160 years of combined experience in managing wealth for high-net-worth families, individuals and institutions.
In September 2014, we opened our second fully operational office. The Atlantic Group now has offices located in McLean, Virginia and Palm Beach, Florida.
Our philosophy is that successful wealth management depends on developing a customized, realistic and achievable strategic PLAN. With goals and objectives clearly defined, we EXECUTE the plan using independent, flexible and diversified strategies. Our process includes careful attention to managing risk, employing a macro-driven strategic allocation that is flexible and can readily ADAPT to changing economic conditions and evolving personal needs.
We believe that client engagement is a necessary element to ACHIEVE long-term goals. We provide a consistent review process as well as extensive client education services through individual meetings, conference calls, letters and seminars. Our mission is to keep our clients insulated from headline risk and volatility, which can weaken commitment to their long-term plan.
Managing the complex needs of the affluent client requires a team approach. The Atlantic Group specializes in strategic planning, investment strategy and analysis, corporate and executive services, retirement plans and non-profit asset management. We are guided by a set of core principles which are implemented through a structured and disciplined wealth management process.
To meet the ever evolving needs of our clients, we continually leverage the support of our partnership with BB&T, one of the strongest financial institutions in the country.
While each member of The Atlantic Group has their own responsibilities we take a collaborative approach for each client relationship. We are committed to our clients and want to ensure that they have accessibility to specialists with extensive investment experience. Our team is constructed of four senior financial advisors, a financial planner, a portfolio management officer and two client service associates. You can read more about our team here.
Each quarter we host a conference call containing the thoughts and analysis from our advisory team. Below you will find the number to access the recorded version for 4Q2019, “Where is the Middle?”.
Replay Phone Number: (866) 391-7420