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(I-Newswire) August 11, 2010 - "It's Your Wealth at Platinum Investment Advisors, Inc."
Voted Atlanta Magazine's top Wealth Manager for 2009 and 2010. With 19 years experience in the financial services industry, Kristine Suber Hanchar is Atlanta's premier Money Manager. At Platinum Investment Advisors, we believe in wealth protection, mitigating risk, succession planning, and growing your portfolio. We are a fee-based money management firm, and we work along with you to help you reach your goals
by offering:
Low client-to-manager ratio
Top-tier customer service
Custom designed portfolio, no ‘cookie cutter’ advice
Low fees, which are very transparent
Great communication with clients
We hold all assets at Fidlelity Brokerage Services LLC (“FBS”), an SEC registered broker-dealer and member NYSE, SIPC.
Who We Are and What We Do:
Platinum Investment Advisors, Inc. delivers wealth management guidance and solutions to those who value the knowledge of a trusted expert and the objectivity of an independent firm. We confidently navigate the complexities of investment management, estate planning, and strategies to secure a more prosperous and secure future for our clients. We are involved in several local non-profit organizations and charities and believe strongly in giving back to our communities. We firmly believe it is important to “Make a Life, Make a Living, and Make a Difference”.
Asset allocation is responsible for more than 90% of the variations in portfolio performance , therefore, choosing the optimal asset allocation for you is one of our top priorities. This is the first step in establishing your long term investment plan.
Kristine Suber Hanchar, President, Wealth Strategist
Platinum Investment Advisors, Inc.
6065 Lake Forrest Drive, Suite 100
Sandy Springs, GA 30328
404-593-7707
www.platinuminvestmentadvisors.com
yourwealthpia@yahoo.com
We work with the country's leading investment management firms to execute our active investment strategies. Through comprehensive and in-depth due diligence, we are able to identify highly skilled managers that have consistently out-performed their benchmarks. For our taxable accounts, we utilize managers that employ tax efficient strategies to increase after-tax returns.
Fidelity Investments helps us as custodian to implement these management solutions.
Core Equity Process:
Our Core Equity portfolio is centered around buying high quality companies with strong fundamentals including dividends that will thrive in any economic environment, but are well capitalized to endure a decline in economic activity. Again, we try to mitigate risk while taking full advantage of a market rally. We invest in Market Leaders for our clients portfolio. When appropriate, we are willing to employ derivative strategies in our portfolios to delay a tax event or trigger a limit order with call options, but always review these strategies in detail with our client to be sure it is suitable.
Access to Research:
We employ the best unbiased research team available
Bloomberg Professional Service
Value Line Investment Survey
IBES Earnings Estimates
Reuters News Wire
Ned Davis Research
Market Trend Investors
Goldman Sachs 1st Call
Argus
Fidelity In-house Research
Barron’s
Atlanta Business Chronical
Morning Star and Principia
About Platinum Investment Advisors, Inc.:
"It's Your Wealth at Platinum Investment Advisors, Inc."
Voted Atlanta Magazine's top Wealth Manager for 2009 and 2010. With 19 years experience in the financial services industry, Kristine Suber Hanchar is Atlanta's premier Money Manager. At Platinum Investment Advisors, we believe in wealth protection, mitigating risk, succession planning, and growing your portfolio. We are a fee-based money management firm, and we work along with you to help you reach your goals
by offering:
Low client-to-manager ratio
Top-tier customer service
Custom designed portfolio, no ‘cookie cutter’ advice
Low fees, which are very transparent
Great communication with clients
We hold all assets at Fidlelity Brokerage Services LLC (“FBS”), an SEC registered broker-dealer and member NYSE, SIPC.
Who We Are and What We Do:
Platinum Investment Advisors, Inc. delivers wealth management guidance and solutions to those who value the knowledge of a trusted expert and the objectivity of an independent firm. We confidently navigate the complexities of investment management, estate planning, and strategies to secure a more prosperous and secure future for our clients. We are involved in several local non-profit organizations and charities and believe strongly in giving back to our communities. We firmly believe it is important to “Make a Life, Make a Living, and Make a Difference”.
Asset allocation is responsible for more than 90% of the variations in portfolio performance , therefore, choosing the optimal asset allocation for you is one of our top priorities. This is the first step in establishing your long term investment plan.
Kristine Suber Hanchar, President, Wealth Strategist
Platinum Investment Advisors, Inc.
6065 Lake Forrest Drive, Suite 100
Sandy Springs, GA 30328
404-593-7707
www.platinuminvestmentadvisors.com
yourwealthpia@yahoo.com
We work with the country's leading investment management firms to execute our active investment strategies. Through comprehensive and in-depth due diligence, we are able to identify highly skilled managers that have consistently out-performed their benchmarks. For our taxable accounts, we utilize managers that employ tax efficient strategies to increase after-tax returns.
Fidelity Investments helps us as custodian to implement these management solutions.
Core Equity Process:
Our Core Equity portfolio is centered around buying high quality companies with strong fundamentals including dividends that will thrive in any economic environment, but are well capitalized to endure a decline in economic activity. Again, we try to mitigate risk while taking full advantage of a market rally. We invest in Market Leaders for our clients portfolio. When appropriate, we are willing to employ derivative strategies in our portfolios to delay a tax event or trigger a limit order with call options, but always review these strategies in detail with our client to be sure it is suitable.
Access to Research:
We employ the best unbiased research team available
Bloomberg Professional Service
Value Line Investment Survey
IBES Earnings Estimates
Reuters News Wire
Ned Davis Research
Market Trend Investors
Goldman Sachs 1st Call
Argus
Barron’s
Atlanta Business Chronical
Morning Star and Principia
Company Contact Information
Platinum Investment Advisors, Inc.
Kristine Suber Hanchar, President, Wealth Strategist
6065 Lake Forrest Drive, Suite 100
Sandy Springs, Georgia
30328
Phone : 404-593-7707
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