Thank you for your interest in ATI Investment Consulting Inc. ("ATI") where putting your needs first is our promise.

Founded in 2002 by Anthony T. Isola, ATI Investment Consulting Inc. (“ATI”) is an independent firm specializing in unbiased, personalized investment advice.  As a Registered Investment Adviser, ATI has a fiduciary responsibility to do what is best for our clients.  We provide this service regardless of an investor's level of experience or net assets, because we believe that building wealth is an important goal for all investors.  Because the only compensation ATI receives is from clients (and not from any other third parties) investors can be sure that there is never a conflict of interest.  Simply put, the only priority is our clients' needs.

Whether you need a portfolio evaluation, a detailed plan, or on-going oversight of your assets, ATI can help.  Specialties include creating investment portfolios for: retirement (individuals or small businesses), retiree investment and withdrawal strategies, estate planning, education costs, and general investment plans. Testament to our trustworthy and insightful financial guidance is the more than $15 million in assets under advisement, all of which came to ATI as a result of referrals.

We also are committed to educating investors so they can best look out for their needs.  Our dedication to raising public awareness of financial issues led to creating and teaching free courses.  Sponsors have included the Town of Brookhaven, Emma S. Clark Memorial Library, Port Jefferson Free Library, Middle Country Public Library, and the Smithtown Public Library, all located on Long Island in New York. Our site provides much in the way of information and resources to assist investors and continue our efforts.  We invite you to explore our site and contact us with feedback or questions (see below). 

ATI is a Registered Investment Adviser in New York State, and may only conduct business in other states in the US provided we are registered, excluded or exempted from state investment advisor registration requirements.