Atlasmark Financial, Inc.

AtlasMark Financial provides personalized asset management and portfolio management to individuals (including high‑net‑worth clients), as well as to trusts, pension/profit‑sharing plans and corporate entities; the firm also advises on 529 college savings accounts held at American Funds. Services are offered on a continuous, ongoing basis and may be provided on either a discretionary or non‑discretionary basis.

The firm’s investment process is grounded in fundamental analysis and tailored to each client’s risk profile, with model portfolios built using Morningstar Office and a focus on diversified mutual fund and ETF allocations. Strategies include long‑ and short‑term purchases and trading, and managed accounts are executed through an institutional custody platform (the firm requires accounts be maintained at Fidelity Institutional Wealth Services).

What is uncommon about this firm is the concentration of assets: it manages roughly $228.6 million with a single‑advisor ownership structure, placing it among a small minority of supported firms with high AUM per advisor. The firm has recently transitioned its retirement‑plan business to a third party and no longer offers retirement plan services, its sole owner is a Certified Public Accountant who remains involved in a consulting role related to that transition, and the advisor’s institutional custodian relationship provides practice‑management and research benefits that can create potential conflicts of interest.