Third-Party Investment Management Services    

Atlantic Capital Management is an SEC-registered, independent investment advisor.  Institutions can access our investment strategies through several managed account platforms.

Placemark's UMA Marketplace & UMAX

TD Ameritrade's Separate Account Exchange (SAE)

Charles Schwab & Fidelity Managed Account Programs

We can also work directly with an institution as a subadvisor or through a dual-contract relationship.

ACM's strategies offer the flexibility and performance that discerning clients demand.  Our equity-only strategies consistently rank in the top 1% according to PSN/Informa.

We endeavor to provide the most consistent risk-adjusted returns over the long haul. We do not sacrifice long-term objectives for short-term gains.  This philosophy leads to proper methodology and is responsible for consistent outperformance.

Successful portfolio strategies start with research.  ACM has produced extensive, insightful reports that were ahead of the credit crunch, panic, and weak recovery. 

With research as a foundation, we can position our portfolios to take advantage of both rising and falling markets.  Every market stage affords an opportunity for those with the knowledge and the patience to see them through.

We believe that a portfolio manager's job is to generate significant excess returns from alpha, beta, or both.