Atherton Lane provides comprehensive investment management services to individuals, their families, retirement plans, and select endowments and foundations. We dedicate extensive resources to understand our clients’ financial objectives and implement strategies to accomplish them. Our highest priority is to be accessible to our clients.
Atherton Lane Advisers, LLC® defines client objectives and risk tolerance and, utilizing strategic insight, designs and constructs customized tax-efficient portfolios.
Of all the services that Atherton Lane Advisers, LLC® provides, the most specialized is the assistance that we provide to our clients in defining and analyzing financial decisions. We work with clients to develop effective financial strategies and strive to simplify complex planning issues.
It is very important to consider income tax costs when managing taxable accounts. At Atherton Lane Advisers, LLC®, we optimize tax outcomes through our customized individual account management. While tax issues alone should not drive investment decisions, we strive to realize net long-term capital gains, leading to tax efficiency and higher after-tax returns which are meaningful to investors.
Atherton Lane Advisers, LLC® works closely with clients and their attorneys to explore the range of applicable estate planning and estate tax reduction alternatives.
After clients accumulate assets, achieve financial independence, and satisfy family needs, they often turn their focus to charitable activities. We work closely with our clients, their attorneys, CPAs, and other resources in the community to explore and define their charitable gifting programs.