Whether you are an individual, a small business owner or a corporation, Atlantic Capital Investments, LLC (ACI) meets and exceeds your retirement planning needs with a fiduciary level of care:
- Individual Retirement Planning: ACI specializes in investment management and retirement planning. This type of planning will likely be the greatest financial priority for individuals because it often involves the highest degree of passion, financial resources and the proper alignment of your life's priorities and pursuits. Retirement planning, therefore, can be considered life planning and is often the highest focus of attention for individual clients.
- Corporate Clients (401k, SEP, SIMPLE Plans): Kent Thune has a high level of experience working with employer-sponsored retirement plans, such as 401(k), SEP, and Pension plans, and an intimate knowledge of plan design allows ACI to provide its small business and corporate clients guidance in selecting the right plan for the client's needs. In fact, Kent Thune taught a class on Retirement Plans at the College of Charleston for two years! With the right partner and the appropriate plan design, small business and corporate clients can achieve a cost-effective means to maximize business owner contributions while offering a valuable benefit for employees at the same time. What's more, ACI provides unparalleled investment advisory services, including investment selection, investment monitoring and investment policy, in addition to periodic enrollment and trustee meetings.
- Fiduciary Level of Care: As a Registered Investment Advisor (RIA) and a “fee-only” financial planning firm, ACI is ideally suited to provide the level of unbiased advice and broad selection of low-cost, high quality investment choices that combine for a true client-centered approach to the retirement needs of individual clients. For small business and corporate clients, ACI's fiduciary status and experience additionally provides for prudent plan selection, implementation and consultation; for ERISA and 404(c) compliance; for the conduction of enrollment meetings and trustee meetings; as a guide for investment policy; and as a retirement plan partner on every level.
Contact us to request an initial, complimentary review of your investments.
