Asset Allocation Strategies

Traditional- Provides asset allocation based on long term views of capital markets by investing in a
variety of traditional asset classes such as U.S. and international equities, bonds, small, mid-size and
large companies, growth & value stocks.

Alternative- With exposure to non-traditional asset classes such as real estate investment trusts
(REITs), Treasury Inflation protected securities, ETFs, and commodities, as well as alternative
strategies such as long-short, alternative asset allocation can help to diversify beyond traditional asset
classes.

Quantitative- These portfolios offer you a disciplined, quantitative approach to wealth management.
These portfolios are composed based on mathematical models that screen for securities that are
believed to be superior within specialized investment strategies.

Tactical- This is an active management style that provides asset allocation based on shorter term
views of capital markets. It looks to capture potential performance everywhere in the marketplace by
investing in traditional asset classes as well as ETFs to overweight or gain exposure to specific
investment themes.
info@atlwealth.com
En Español
Private Client Group
+ 1 954 315 3921
+ 1 954 315 3921
Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered
Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures" tab at the top of page for important information.