Service is at the heart of what we do at Ategenos. That's why we believe we're an investment firm that is in the hospitality business—providing advisors investment solutions along with unparalleled support and opportunities for collaboration. Learn more about our commitment to service. https://lnkd.in/eTdaFzKK
关于我们
Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. All research and other information provided on this website has been prepared for informational purposes only and the Adviser assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website. Ategenos is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.
- 网站
-
https://www.ategenoscapital.com/
Ategenos Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Berwyn，PA
- 类型
- 私人持股
- 创立
- 2022
地点
-
主要
获取路线
1000 Chesterbrook Blvd
Suite 102
US，PA，Berwyn，19312
Ategenos Capital员工
动态
-
As the end of the year nears, use this opportunity to check in and deepen your relationships with clients. Swipe through this week’s Market Pulse by Matthew A. Shaw, CFA, CFA to preview a checklist advisors can use to help guide these important meetings with clients. If you'd like to see the full checklist, reach out to us directly at https://lnkd.in/eUp2ASAY. https://lnkd.in/eTdaFzKK
-
Each month, Ategenos Capital's Investment Team releases The Signal, an analysis and summary of current market trends which help drive our portfolio positioning. Check out the images below to learn more about our views this November. https://lnkd.in/eTdaFzKK
-
Coming up this week... Consumer confidence, inflation data, housing data & more... Like these updates? Sign up for our Daily Market Update email newsletter: https://lnkd.in/ePyZKrUn
-
With Donald Trump winning the 2024 election and Republicans in control of both chambers of Congress, what should we expect of economic policy and the market? Ategenos Co-Chief Investment Officer Amy Magnotta, CFA considers that question in this week’s Market Pulse. Swipe through to see our analysis. https://lnkd.in/eTdaFzKK
-
Coming up this week... U.S. housing data, University of Michigan Consumer Sentiment & more... Like these updates? Sign up for our Daily Market Update email newsletter: https://lnkd.in/ePyZKrUn
-
An intrafamily loan offers many benefits to families looking to provide a financial boost to loved ones with favorable terms like low interest. These loans can also function as part of an overall estate planning and wealth transfer strategy. Swipe through to learn more about this under-utilized estate planning option from Ategenos Capital's Head of Private Wealth, Todd Cole, CFA, CFP?. And be sure to follow us for more weekly perspectives from our team! https://lnkd.in/eTdaFzKK
-
This Veterans Day, we honor those who have bravely served our country in the name of freedom. Today and every day, thank you for your service and the sacrifices you have made for our country. #VeteransDay
-
-
Coming up this week... Inflation data, Fed speak & more... Like these updates? Sign up for our Daily Market Update email newsletter: https://lnkd.in/ePyZKrUn