About Us
Atlantic Capital Investments, LLC (ACI) is an independently owned Registered Investment Advisory (RIA) firm located in Mount Pleasant, SC. ACI is a "fee-only" financial planner that specializes in the areas of retirement, investments, and advisory services for individuals and small business owners. ACI prides itself in providing smart, strategic, and sound solutions to the challenges faced by today's investor.
ACI President, Kent Thune, started the firm on the foundation of nearly ten years of experience in financial services.
The majority of those ten years was spent in the world of qualified retirement plans (401k, Profit Sharing, Pension, IRA) for small business owners and individuals. During those years, Mr. Thune's investment advisory experience was quite expansive:
- Investment advisor and fiduciary on over $350 million in retirement plan investment assets providing investment research, fund selection, fund monitoring, asset allocation, and investment advisory services for more than 100 small business and individual clients.
- Conducted trustee and investment committee meetings and developed Investment Policy Statements for Plan Sponsors ranging from "start up" plans to those with over $70 million in assets.
- Provided enrollment, education, and investment advice to clients' 401(k) participants touching more than 10,000 individuals over the course of over 1,000 sessions in more than 300 locations.
Prior to his qualified retirement plan experience, Mr. Thune worked in the financial services areas of financial planning, brokerage, personal and commercial banking, and loan origination. He has also attained the Series 7 and 63 securities licenses as well as the Life, Accident & Casualty insurance license.
Broad knowledge and years of experience is paramount to quality service for clients, especially in the financial services industry. Mr. Thune reflects on his personal experience:
“Looking back, the last 10 years the stock market and US economy brought us one of the strongest ‘bull markets’ in history followed by the worst ‘bear market’ for stocks in 60 years. The last decade also brought the 'Y2K' scare, the tragic events of 9/11, two wars, mutual fund scandals, the Enron debacle, further corporate accounting scandals, three Presidential elections, volatile energy prices, an economic recession, an economic recovery and a new bull market for stocks. Guiding clients through the highly volatile market environment and economic cycles of the last 10 years has proven to be invaluable experience that can only translate into more value for my clients."
While experience is more valuable than education, Mr. Thune continues his education to provide an even higher level of value to his clients. As of December 2006 Mr. Thune was among the first in the nation to complete the Qualified Plan Financial Consultant (QPFC) designation from The American Society of Pension Professionals & Actuaries (ASPPA). Mr. Thune is also near completion of his Masters in Business Administration (MBA) at The Citadel as well as a Certified Financial Planner (CFP) designation.
Contact Us to request a free Financial Planning Assessment to gain a clear picture of your current financial situation, a Retirement Plan Analysis for your employer-sponsored retirement plan, or to simply ask for our free quarterly Newsletter so you will stay informed of stock market and economic trends, investment news, and financial planning tips!
