Reaching your financial goals is our primary objective when we develop your investment strategy.

Atlanta Wealth Management strives to follow a fiduciary process based on a set of investment Prudent Practices® developed by the Center for Fiduciary Studies™.

These practices include developing a written “Investment Policy Statement” that “contains sufficient detail to define, implement and monitor your investment strategy.”

We believe every investor should have an Investment Policy Statement that considers, among other issues, your:

  • Objectives
  • Time horizon
  • Risk level
  • Return expectations
  • Target asset allocation
  • Investment selection and retention criteria
  • Monitoring procedures; and
  • Rebalancing procedures

Learn more about our Investment Process