Union Atlantics is leading global trading solution platform that works hand to hand in partner and dedicated in improving people's financial security though the world of socially responsible portfolio management holding.
Union Atlantics was established in 2018 as an asset management firm but have been in existence since 2006 under local anesthesia. Union Atlantics offers wealth creation opportunities through a unique blend of traditional asset management and alternative trading services. We enable businesses to thrive, and help our clients to maximize their returns and realize their most important goals. For over two decades, we have built a firm uniquely equipped to achieve these objectives and our reputation for quality research, trading expertise and value-added services has endeared us to clients both locally and internationally.
Throughout our history, we have strategically positioned ourselves to take advantage of growth opportunities within America, Europe, Asia and major international markets on behalf of our clients. Our disciplined and consistent approach to our trading portfolio management and it has helped us not only to maintain long-term relationships but to gain access and trust with our clients, but also to continue to attract and retain good people.
At Union Atlantics , our people are our most valued asset. The quality of our people is the cornerstone of our ability to serve our clients. For this reason, We trade in significantly and in identifying exceptional clients, developing their skills, and creating an environment that fosters their growth as leaders. We encourage entrepreneurship and innovation at all levels because we believe they are key to developing good quality and committed professionals.
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Our disciplined approach the building portfolios allows us to analyze the entire trading universe and find what we believe will lead markets in moving forward. We believe in trading across the globe not only opening our clients to a new portfolios and rewards on their trading opportunities but it can also mitigate Risk.
Our mission is driven by the possibility of the future; How things could be. It inspires us and keeps us focused on what really counts, working together to transform goals into reality. Our purpose is to help more and more people experience financial well-being through the services we offer. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility and financial freedom.
We review, analyze and establish your current financial position, risk tolerance, trading objectives, and time horizon, with a view to developing an appropriate profile. In implementing the trading strategy, our key consideration is to minimize risk without jeopardizing returns.
Our value is measured by the degree of positive change we bring about. We strive to make a difference to the people who believe in us ‐ our clients, our shareholders, our business partners, our staff. Honesty, trust and integrity are at the heart of everything we say and do. We keep our promises.
Our success rests on two inter‐dependent factors – proximity to our clients and the marketplace – and close understanding of both our clients and the marketplace’s needs and aspirations and the challenges of fulfilling both.
We started by providing smart, simple trades , without the high fees and account minimums associated with traditional trading management. We trade your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalanced, dividend re-trading, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own.
Trading is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically trading your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.
We took a look at the typical traders journey and knew something had to change. We are creating a fundamental paradigm shift by providing traders access to tradings previously available to the top 1%. We are pulling back the curtain on the trading process to allow you to participate in wealth creation opportunities that were typically off-limits. We believe in a path to realizing the potential of your money.
It’s time to life the corporate veil on trading and allow all individuals, regardless of net worth, the opportunity to realize their next level. At Union Atlantics, we’re exposing trading opportunities so they’re accessible to more people, in more ways. Our open-growth ecosystem levels the playing field so more people can access a life that was previously out of reach.
