Investments
Atlantic Capital Investments, LLC (ACI) utilizes its smart, strategic, and sound investment selection process to arrive at its recommended "best of class" mutual funds and Exchange Traded Funds (ETFs).
ACI is an independent "fee only" financial planner (adviser) so it is not limited to the use of any particular investment types or group of mutual funds; therefore, clients enjoy valuable unbiased advice and a broad universe of investment choices.
ACI offers its clients privileged access to one of the largest mutual fund supermarkets in the industry, Fidelity's Institutional FundsNetwork® (IFN):
Not just limited to Fidelity funds, IFN gives ACI and its clients access to more than 5,900 funds from over 390 different fund families, and a total of more than 11,900 share class alternatives.
Clients also have access to Fidelity's highly regarded Institutional Brokerage Services for trading stocks and bonds as well as mutual funds and ETFs.
Primarily in the case of an employer-sponsored retirement plan (401k, Profit Sharing) clients may wish to choose custodians, service providers, or record keepers other than Fidelity while retaining ACI as investment adviser.
ACI's "fee only adviser" structure and ability to select among thousands of mutual funds and ETFs, provides clients with the highest quality, low-cost, diversified investment choices available in the market today.
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