Private Wealth Investing

Ategra brings a multi-faceted approach to the challenge of investment management. While matching diversification and wealth preservation to a client’s risk tolerance is paramount, Ategra works with clients to take on the challenge of growing wealth for the long term.

Ategra’s process begins with goal-setting. We work together to identify the obtainable goals and key life milestones, which together define expectations for the future. The outcome is a map of your expressed goals known as the Investment Policy Statement (“IPS”). A well-designed IPS allows Ategra to build an appropriate asset allocation for each client and to be fact and goal-focused. This leads to portfolios aligned with a client’s needs, values and wishes.


An independently owned, fee-only practice, Ategra does not solicit or receive commissions. Acting as a client’s personal CFO, Ategra calculates cash flow, budgets, creates fact-based retirement plans and helps clients generate income. All of a client’s financial matters are accommodated and may include tax planning, education expenses, wealth preservation and business succession plans.

Weaving together a client’s wealth map includes risk tolerance and goals so that liabilities can be intelligently managed and met including the unexpected challenges. Ategra creates well-conceived plans to meet your needs and those of the generations to follow.

Who Invests

Ategra’s practice is diverse and includes among others medical practices, foundations, business owners and high net worth households as clients.

The diversity and talent of Ategra’s client base provides for a rich level of experience, extensive networking opportunities and cross pollination among clients. Ategra encourages its clients to attend our annual presentations, our mixers, our holiday parties and our activities as they are not only fun, but offer a good chance to mix with peers to share ideas and perspectives.