Doctor’s are savvy investors. We won their business by offering them transparency and more control over their investments.
Atlanta, GA (PRWEB) July 27, 2011
Sharpening its focus on the health care industry, Atlanta Capital Group has landed the retirement investment portfolio of one of the premier pediatricians groups in the country.
Atlanta Capital Group, one of the fastest-growing independent wealth advisory firms in the nation, will advise Pediatric Emergency Medicine Associates, PEMA, on its retirement plan investment strategies. PEMA is a physician owned and operated specialty group practice based out of Children’s Healthcare of Atlanta Scottish Rite campus. Since its inception in 2000, the doctors group has grown to more than 50 physicians which manage more than 100,000 patient encounters per year.
“Doctor’s are savvy investors,” said Atlanta Capital Group founding partner Jody Young. “We won their business by offering them transparency and more control over their investments.”
The value of the PEMA retirement investment portfolio is undisclosed. Atlanta Capital Group offered a platform that was attractive to the doctors by opening a “brokerage window,” which allows a custodian to have control over some of the investments.
The new business grows Atlanta Capital Group’s assets under advisement to more than $635 million. Founded in 2002, Atlanta Capital Group principals David Millican, Jeff Shaver and Young have strategically grown the independent advisory firm from $82 million in assets under advisement. The growth has been driven by strategic acquisitions and new business.
Atlanta Capital Group brings an all encompassing approach to wealth management by combining investment strategies with financial planning. The firm has expertise in every area including tax planning, investment planning, retirement, insurance planning, education planning and estate planning.
As independent advisors, Atlanta Capital Group has access to a variety of investment vehicles; such as mutual funds, ETFs and alternative investments. Without the constraint of proprietary products and investment banking relationships, their advisors are able to work with clients to determine the best options for each unique financial situation.
About Atlanta Capital Group
Since 2002, Atlanta Capital Group has brought a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Buckhead-based independent firm serves high net worth individuals, foundations, endowments, and retirement plans and has more than $635 million in assets under advisement. For more information visit http://www.atlantacapitalgroup.com.
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