Investment Management Process

MidAtlantic utilizes a well-defined consistent approach to ensure that each portfolio is customized and managed according to the specific needs of the investor.

  • Step 1:   We work with you to determine your specific goals, objectives, risk tolerance and investment time horizon.
  • Step 2:   We develop an Investment Policy Statement to serve as an ongoing framework for the management of the Portfolio
  • Step 3:   We develop a Target Asset Allocation based on the Investment Policy Statement
  • Step 4:   We implement the Target Asset Allocation
  • Step 5:   We continuously manage and monitor the Portfolio to meet your goals
  • Step 6:   We rebalance the Portfolio as needed based on the Target Asset Allocation and tax considerations
  • Step 7:   We provide regular monthly and quarterly reporting and continuous online access

Newsletter Sign Up

Can We Help?

If you have friends or family members who need unbiased advice, please feel free to have them contact us.

We are available to provide an objective complimentary investment analysis of their current situation.

For more information or to schedule an appointment, please contact us.This email address is being protected from spambots. You need JavaScript enabled to view it.



MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

© 2024 MidAtlantic Capital Management, Inc. All rights reserved.