Atis, Inc

Kurt Schultz is a financial advisor with Atis, Inc. in Highland, Indiana, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Atis since 2009. Outside of his advisory role, he is a 20% partner in Evolution Investments, LLC, a firm that manages office facilities and a professional condo association. Atis, Inc. serves individual investors and trusts, primarily managing IRA rollover accounts through wrap-fee programs on RBC-sponsored platforms. The firm uses both fundamental and technical analysis with an emphasis on asset allocation and diversification, typically managing assets on a non-discretionary basis where clients retain trading authority.

Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Outside of his advisory role, he is a part-owner of two investment entities focused on passive real estate holdings. Atis, Inc. serves individual investors and trusts, primarily managing IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, operating mostly on a non-discretionary basis where clients retain trading authority.

John Evanich is a financial advisor at Atis, Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis, Inc since 2009. Outside of his advisory role, he is the managing partner of Evolution Investments, LLC, which manages office facilities and a professional condo association. Atis, Inc serves individual investors and trusts, focusing largely on IRA rollovers. The firm provides portfolio management and planning services through wrap-fee programs on RBC-sponsored platforms, using both fundamental and technical analysis with an emphasis on asset allocation and diversification.