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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.

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Endowment Management

Atomi provides non-profits with an array of endowment management services, including:

  • Portfolio Management

  • Investment Policy Statement creation and compliance

 

Certain administrative services, such as: acceptance of illiquid gifts, cost-effective liquidation, consolidated monthly reporting, customized performance measurement reporting, and periodic market updates with corresponding asset allocation recommendation

Creating Win-Win Opportunities

Atomi Financial Group has a deep passion for working with Non-Profits. From managing endowments to donor development, Atomi serves as a valuable bridge between charitable-minded individuals and well-deserving charities. Atomi’s Non-Profit solutions include: