Serving Florida first responders since 1999.

GROWTH-FOCUSED INVESTMENT MANAGEMENT

Guidance for sustainable growth.

AWP builds custom, diversified portfolios to help our clients who are focused on growth maximize investment performance while managing risk of loss and excess volatility.

"How much growth is too much growth?"

Striving for growth is important, but navigating the fine line between maximizing returns and managing risk can be complex. Without proper guidance, too much growth can expose your portfolio to unnecessary volatility and greater potential losses. That’s why having someone who specializes in designing and managing growth strategies that balance your long-term goals is essential for sustainable success.

AWP’s Growth-Focused Investment Portfolios are expertly designed to: 

Maximize Returns
Manage Risk
Minimize Taxes

Based on your risk tolerance and financial goals, AWP will design a portfolio that balances Growth-Oriented Investments with conservative, Income-Focused Assets.

Source: Blackstone. Morningstar Direct, NCREIF, as of December 31, 2023. 

WHAT GUIDES US

Our Core Philosophy

May provide for a margin of safety that results in a lower probability of losing permanent capital, which may ultimately lead to long term wealth accumulation. The goal is to create an asset mix that seeks to provide the optimal balance between expected risk and return for a long-term investment horizon.

A well-diversified portfolio centered around your long-term goals. Just because an investment is available (like gold), doesn’t mean it’s the right choice for you. For example, corporate bonds may behave like stocks during major market downturns, which doesn’t provide adequate diversification for a retiree. We focus on investing in asset classes that:

Reducing overpriced assets and purchasing underpriced assets will naturally create a “buy low, sell high” framework to protect capital in down markets and reduce volatility.

Allocating meaningful capital to highly qualified managers and ideas is better than over diversifying a portfolio. We seek out investment managers and funds that are in the top quartile relative to their peers.

It’s unlikely that a single investment firm can internally employ the “best” talent to trade all types of securities and strategies; therefore, we seek out highly qualified independent third‐party managers within each asset class to manage our clients’ capital, where appropriate.

As Warren Buffett famously said, his favorite holding period is “forever” — and we share that philosophy. While holding an investment indefinitely may not be practical for most retirement investors, we design portfolios with low turnover. Each time an investment is bought or sold, costs are incurred, including not only visible costs like transaction fees and taxes but also hidden costs such as bid-ask spreads. These expenses can erode your returns. To maximize your investment returns and minimize taxes, we intentionally select investments with low turnover.

We use low-cost or no-cost investment options to lower the “hurdle” to achieving gains, reducing the need to take on unnecessary risks to meet your performance goals. Research from Morningstar indicates that the cost of your investments is one of the strongest predictors of future returns. Simply put, low-cost investments have historically outperformed those with higher fees.

Financial losses come from selling investments when the market is down. People do this because they either a) take on too much risk or volatility exposure to begin with or b) need the cash when the market is down. We make sure our growth investors have an adequate reserve of cash to exploit market opportunities when they become available, rather than becoming a victim to them.

Let us guide your growth.

We take pride in our portfolio craftsmanship.

As a fiduciary, our job is to make investment decisions that are in your best interest. This means ignoring the daily headlines and sticking with evidence-based solutions. We also set ourselves apart with the following key differences:

Custom Portfolio Construction

We don’t use cookie cutter portfolios. We manage all portfolios in house based on your life goals.

In-House Analysis

AWP’s team of CFP®’s, CFA’s and asset management specialists work together collectively to design portfolios for our clients that we would personally invest in.

Leverage of 3rd Party Analysts

AWP leverages the information available from top industry analysts and technology platforms to make informed decisions positively supported based on academic research.

WHAT'S MORE?

YOUR BEACON TO FINANCIAL FREEDOM

Illuminate your path toward balanced, sustainable growth.

Work with AWP to for expert guidance to help you navigate the complexities and protecting your portfolio from unnecessary risks.

Get a free retirement assessment.

An investment analysis, pension max analysis, and a tax return review – free for first responders.​

Schedule a free consultation.

Ready to let us guide your growth? Schedule time us to get start the conversation.

ABOUT US

Helping first responders retire well since 19991.

Atlantic Wealth Partners (AWP) has built a legacy of trust and expertise in financial planning for over two decades. Our deep understanding of the unique challenges faced by first responders has allowed us to provide tailored retirement and financial planning solutions.

Our legacy is rooted in dedication, longstanding relationships, personalized service, and a deep commitment to supporting the financial well-being of those who serve our communities. See the history of our firm and how we have been catering to the needs of Florida’s First Responders since 1999 here.

First Responder Families Served
0 +
First Responder AUM/AUA
$ 0 M+
1 As the Center for Wealth Planning from 1999-2017. As of 4/1/2024.

When you work with Atlantic Wealth Partners, you get more than just an advisor – you gain a team of seasoned professionals that are held to a higher standard of financial planning and estate planning, working to guide you through your financial journey with the respect and integrity you deserve.

FREE RESOURCES

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