Our History

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WHO WE ARE

Leading The Way In
Consulting Business For Over 11 Years

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  • Atlantis was founded by Omar Pereira in 2007.
  • Registered investment adviser.
  • Registered with the Office of the Commissioner of Financial Institutions of Puerto Rico.
  • Viewing our Form ADV Part 2A and 2B.

Atlantis is a financial services firm that serves a selected group of high net worth clients, individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.  It focuses on coaching its clients instead of selling investment products.  As a result, clients learn how to effectively invest and manage their money prudently instead of following the industry lies that foster gambling and speculating, without the need to stock-pick, mutual fund-pick, market time, or invest based on a money manager’s track record.  Its investing philosophy is based on more than 50 years of academic research and is based on data, not hunches or the opinion of gurus.

As of August 28, 2014, Atlantis’ clients have invested over $16.1 million in assets that are managed by Matson Money, Inc., a SEC-registered investment adviser that shares Atlantis’ investment philosophy and that manages over $4 billion in assets.  You can find more information on Matson Money, Inc. at www.matsonmoney.com and www.markmatson.tv.

COMPANY TIMELINE

Our Company History

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1998 - Establishment of Company

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2002 - We Improved Ourselves

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2007 - Series A fund raised

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2013 - Opened 6 Offices Worldwide

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