Main Services
Investment coaching, Tax savings, Client retention, Portfolio diversification, Financial problem inventory, Risk measurement, Risk/return preference alignment, Investor workshops, Lifetime coaching, Regulatory compliance
Atlantis Investment Coaching offers investment coaching focused on aligning investments with individual purposes using empirical academic research, including Nobel Prize-winning studies. Their services aim to address common investment issues such as confusion and high taxation, facilitating a better understanding and control of one's finances. They retain 99% of their clients annually and have saved over $5 million in taxes for them. Their process, 'Your Purpose In Action,' includes an introductory session, inventory of financial issues, and role clarification in investment decisions, leading to workshops like Breakthrough Investing or American Dream Experience. The company is a registered investment advisor in Puerto Rico and parts of the United States, continuously updating its regulatory compliance on the SEC website.
