atfinancialadvisors.com
Investment Management – ATCapital Management
http://www.atfinancialadvisors.com/advisor-services/investment-management
What are you looking for? Sign In To My Portal Online. ATCapital Management provides a fully discretionary approach for the management of your clients’ assets. We offer investment solutions that fit a wide variety of client needs ranging from:. Strategic mutual fund/ETF portfolios with tactical management. Take advantage of our investment management services in one of many ways:. Use our custody arrangements and reporting technology for one or all of our investment solutions. Terms & Conditions.
atbancorp.com
AT Bancorp
http://www.atbancorp.com/history-american-trust.html
Skip to top navigation. Skip to side navigation. American Trust and Savings Bank History. But our story begins in December 1911, when several Dubuque business people obtained a charter for the German American Savings Bank. Nicholas J. Schrup, one of the founding fathers, became the first president. The bank's name was changed during World War I to American Trust and Savings Bank.
atbancorp.com
AT Bancorp
http://www.atbancorp.com/ethics-line.html
Skip to top navigation. Skip to side navigation. Please be advised that you are leaving ATBancorp s website. This link is provided as a courtesy. ATBancorp does not endorse or control the content of third party websites. Please click here to leave ATBancorp and go to the Ethics Line page.
atbancorp.com
AT Bancorp
http://www.atbancorp.com/index.html
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atfinancialadvisors.com
Partner Portal – ATCapital Management
http://www.atfinancialadvisors.com/advisor-services/partner-portal
What are you looking for? Sign In To My Portal Online. Click the sections below to expand and learn more. Creating robust sales presentations has never been easier. Our proposal generator was built specifically for our Advisor Program and the products we deliver. In seven simple steps, you can create a consolidated proposal for one account or for multiple accounts. The resulting sales presentation can be delivered electronically or printed as a formatted PDF file. Sales Presentation –. 8211; These fact s...
atfinancialadvisors.com
Our Team – ATCapital Management
http://www.atfinancialadvisors.com/about-us/our-team
What are you looking for? Sign In To My Portal Online. Click sections below to expand and read more. Mark A. Stevens, CFA, CFP. President, Chief Investment Officer. Mark holds a Bachelor of Arts degree in Finance from Iowa State University, Ames, Iowa. He has obtained the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, and is a member of the CFA Institute and the CFA Society of Madison. John McClain, MBA. Vice President, Portfolio Manager. As Vice President and Portf...
atfinancialadvisors.com
Multi-Discipline Strategies – ATCapital Management
http://www.atfinancialadvisors.com/our-investment-philosophy/multi-disciplined-strategies
What are you looking for? Sign In To My Portal Online. Each of our multi-discipline strategies is built with the same fundamental framework and core principles, with broad asset class exposure and tactical strategies applied to all portfolios. We utilize a core/satellite approach to developing our multi-discipline strategies to improve portfolio efficiency. Click the sections below to expand and learn more. Core Portfolio and Satellites. We create the baseline allocation with the flexibility to respond t...
atfinancialadvisors.com
Affiliate Services – ATCapital Management
http://www.atfinancialadvisors.com/advisor-services/affiliate-services
What are you looking for? Sign In To My Portal Online. Click sections below to expand and read more. Personalized administration of a variety of trust types in our role as fiduciary. Includes asset management and accounting, asset distribution, bill paying, tax returns, and wealth transfers. Integrated analysis and planning for family issues, asset management and wealth transfer. Analysis and review to ensure current plans are consistent with client objectives, including coordinating with legal counsel.
atfinancialadvisors.com
Ethics Line – ATCapital Management
http://www.atfinancialadvisors.com/ethics-line
What are you looking for? Sign In To My Portal Online. Please be advised that you are leaving ATCapital Management’s website. This link is provided as a courtesy. ATCapital Management does not endorse or control the content of third party websites. Terms & Conditions.
atfinancialadvisors.com
Advisor Services – ATCapital Management
http://www.atfinancialadvisors.com/advisor-services
What are you looking for? Sign In To My Portal Online. The ATCapital Management Advisor Program is designed for those advisors seeking to enhance their practice by partnering with an investment manager capable of responding to their clients’ needs with innovative and proven portfolio solutions. The program provides you with the freedom to choose how you wish to spend your day, whether that is cultivating client relationships or aggressively pursuing the growth of your practice. Terms & Conditions.
