Atis

ATIS, Inc. is a proud independent Broker/Dealer with deep roots in Northwest Indiana. We have established a longstanding community presence and ideal location that allows us to serve the Lake-Porter County and Chicagoland areas in a highly personal manner. Our doors are open to both individual investors and investment advisors with specific needs. We cherish the opportunity to meet with you and discuss your financial goals.

Your financial success is important to us. We believe that each individual has unique financial needs, timeframes, comfort levels, and diversification percentages. Our focus is on serving you by tailoring strategies to your unique situation. We strive to foster personal discussions that lead to fruitful and honest relationships.

Services We Offer

ATIS, Inc. offers a comprehensive suite of financial services designed to help you navigate the complexities of wealth management and retirement planning:

*Wealth Management*

Our investment advisory services offer allocation models from a variety of sources. We aim to be cost-competitive through our fee-based structure. Our wealth management approach is tailored to your unique financial goals, ensuring that our strategies align with your needs.

*Retirement Planning Management*

Our retirement planning services use a variety of tools to evaluate retirement sensitivity issues. Together, we will learn about your risk tolerance, saving habits, and future retirement needs. By assessing all relevant factors, we can develop a well-informed retirement plan.

*Estate Planning*

Estate planning can be an emotional issue, but it doesn't have to be. Through our relationships with local attorneys and CPA's, we aim to make the process less stressful. We offer assistance with trustee succession and can maintain alliances with trust service providers.

*Stock Broker Dealer*

Our clearing relationship with RBC Clearing and Custody allows us to execute stock, security deposits, and stock re-registration efficiently. Our fixed income desk offers corporate and municipal bonds, as well as FDIC-insured CD's.

*Trust Administration*

Should you need assistance with trustee succession, we can maintain alliances with trust service providers. We assist with trust administration and ensure that your wishes are carried out with skill and care.

*Insurance Products*

We are licensed in the State of Indiana to provide a variety of insurance products, which includes annuities and life insurance. Our insurance recommendations are tailored to your unique needs and goals.

*College Savings Plans*

We want to make sure that clients know the best way to invest for higher education. Tax benefits are an integral part of college savings, and we can help you make the most of these opportunities.

Our Financial Advisors

*John J. Evanich, President of ATIS, Inc.*

John is President of ATIS, Inc. Investment Advisory Services, General Securities Principal, and Financial Operations Principal. With 36 years of experience in the financial industry, John has held various positions, from Controller of a financial institution to examiner for the Indiana Department of Revenue. John is a 1985 graduate from Indiana State University with a B.S. in accounting and obtained his CPA license in 1987. He has worked tirelessly to create growth, income, and protection for ATIS's clients.

*Kurt F. Schultz, Executive Vice President of ATIS, Inc.*

Kurt is Executive Vice President of ATIS, Inc. Investment Advisory Services. He has 39 years of experience in the financial services industry, with licenses including a Series 4, 7, 24, 53, 63, 66, and a Life, Variable Life, and Annuity License. Kurt has extensive experience in both equity and derivatives markets and has worked as a Senior Equity Derivatives Strategist for a prominent global firm. He has expanded his licensing since moving from the floor of Chicago's Exchanges to the private client arena and has been a lifelong resident of the Calumet Region.

*Joe Mastej, Registered Representative and Investment Advisor*

Joe became a member of ATIS Investments in September. He is a Registered Representative and Investment Advisor, dedicated to serving the needs of ATIS's clients. Joe's expertise and dedication to his clients make him an invaluable asset to our team.