Atlantis Asset Management, LLC

Atlantis Asset Management is a registered investment advisor based in New York that builds and manages custom investment portfolios for individuals, families, trusts, estates, and business entities. The firm focuses primarily on equity and fixed-income investments, utilizing a team-based approach to portfolio management. Atlantis Asset Management constructs portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, tailoring each strategy to fit the client's goals. The investment team uses a combination of cyclical, macroeconomic, fundamental, and technical analysis to guide decision-making and incorporates risk-management techniques, such as covered call writing and hedging strategies, to reduce volatility. Clients can set reasonable restrictions on their holdings and maintain full discretion over asset custody through third-party financial institutions. Atlantis Asset Management requires a minimum investment of $250,000 for new households, though this minimum is waived for referrals from existing clients.