Business Details
17 Years
experience
Your Trusted Financial Partner in Highland, IN
Established in 2009, ATIS has built a reputation as a trusted financial advisory firm serving Northwest Indiana and Chicagoland. Our team of seasoned professionals combines decades of industry experience with a personalized approach to wealth management, retirement planning, and investment advisory services. We prioritize client relationships over transactions, focusing on individual financial goals, risk tolerance, and long-term strategies. Our independence allows us to offer unbiased solutions through partnerships with RBC Clearing and Custody, while maintaining local accessibility for residents of Munster, Dyer, Schererville, and surrounding communities. With FINRA and SIPC memberships, we uphold rigorous professional standards while delivering cost-competitive fee structures and comprehensive financial tools.Our advisors hold advanced certifications and licenses, ensuring expertise in areas ranging from technical analysis to estate planning. We actively engage with local chambers of commerce and community organizations, reflecting our commitment to regional growth. Through alliances with trust service providers and legal professionals, we provide holistic financial solutions that address both practical and emotional aspects of wealth management. Our office in Highland, Indiana serves as a hub for personalized financial education and protection, emphasizing transparency in all client interactions. This combination of institutional-grade resources and community-focused service positions us to deliver exceptional value to both individual investors and financial professionals seeking partnership.
Services
Wealth Management
Retirement Planning
Bond Investments
Trust Administration
Estate Planning
Insurance Products
Stock Brokerage
College Savings Plans
Details
- Year established: 2009
Highlights and features
- We offer personalized financial strategies tailored to individual risk tolerance and goals
- Our team holds advanced certifications in investment advisory and technical analysis
- We maintain institutional-grade partnerships while providing local, accessible service
- We combine 30+ years of collective industry experience with community engagement
- Our fee-based structure prioritizes cost-competitive, transparent financial solutions
Associations and certifications
- FINRA
- SIPC
Services
Wealth Management
Our investment advisory services combine allocation models from multiple sources to create customized portfolios. We focus on cost-competitive fee structures while maintaining institutional-grade execution through our RBC Clearing partnership. Our approach emphasizes ongoing strategy discussions to align investments with individual time horizons, comfort levels, and diversification needs.
Retirement Planning
We utilize specialized tools to analyze retirement sensitivity factors and develop personalized plans. Our process involves assessing risk tolerance, current savings rates, and future needs to create actionable retirement strategies. We emphasize education about tax implications and income optimization while maintaining flexibility for changing life circumstances.
Trust Administration
Through strategic alliances with trust service providers, we offer comprehensive trust administration support. Our services include trustee succession planning and coordination with legal professionals to ensure proper asset transfer. We focus on simplifying complex processes while maintaining compliance with regulatory requirements and family objectives.
Insurance Products
We provide licensed insurance solutions including annuities and life insurance products. Our approach focuses on matching coverage to individual risk profiles and financial goals. We work with multiple providers to offer competitive options while emphasizing transparency about policy terms, benefits, and long-term implications.
College Savings Plans
Our college savings planning emphasizes tax-efficient investment strategies and long-term growth potential. We educate clients about available savings vehicles and help optimize contributions relative to financial aid considerations. Our recommendations focus on balancing education funding goals with overall financial objectives.
People
John J. Evanich
President
With over 30 years in financial services, John is a CPA and former securities industry president. He founded ATIS in 2009 after extensive experience in investment advisory and financial operations. He holds FINRA Series 4, 7, 24, 53, 63, and 66 licenses, along with life insurance credentials.
Kurt F. Schultz
Executive Vice President
A 40-year financial services veteran, Kurt specializes in equity derivatives and risk management. He holds Series 4, 7, 24, 53, 63, and 66 licenses, plus life insurance credentials. He previously served as Senior Equity Derivatives Strategist for a global firm while teaching technical analysis to institutional clients.
Joe Mastej
Registered Representative
Since joining ATIS in 2016, Joe has obtained Series 7, 24, and 66 licenses. He serves as Operations Officer and is pursuing an MBA. With experience in both investment advisory and community engagement, he represents the firm's commitment to both professional excellence and local involvement.
Questions
What financial services does ATIS offer?
We provide wealth management, retirement planning, trust administration, insurance products, and college savings plans. Our services include investment advisory solutions through RBC Clearing partnerships.
Are your financial advisors licensed professionals?
Yes, our team holds multiple FINRA licenses including Series 7, 24, 63, and 66. We maintain life insurance credentials and work with certified legal and trust professionals.
What areas do you serve?
We primarily serve Northwest Indiana including Munster, Dyer, Schererville, and Griffith. Our Highland office also serves Chicagoland residents and remote clients through virtual consultations.
How do you approach investment planning?
We focus on personalized strategies through allocation models from multiple sources. Our approach considers individual risk tolerance, time horizons, and diversification needs with cost-competitive fee structures.
What are your office hours?
Our Highland office is open Monday through Friday from 8:00 AM to 5:00 PM. We offer after-hours consultations by appointment and virtual services for remote clients.
How do you handle estate planning?
We coordinate with local attorneys and CPAs through strategic alliances. Our approach emphasizes simplifying complex processes while ensuring proper asset transfer and regulatory compliance.
Reviews (4)
Kyle Buikema
Feb 03, 2020
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ATIS is personable, diligent, trust worthy, and dependable. My father was a close friend of John's, and had opened an account for me years ago. I am now the sole owner of the account, and needed to work with Joe abruptly to understand the contents, the process of investing, and managing my assets. When a decision is to be made regarding my account, Joe takes a substantial amount of his time to teach and explain the approaches we pursue financially. If I need information via email, I receive a response immediately, or within 30 minutes. At ATIS you're assured that it is your account, and it's
Stefan Ruscitti
Dec 21, 2019
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Joe has been a fantastic resource who is incredibly receptive, and responsive. I feel like the company genuinely cares about me. I couldn't imagine a more trustworthy company to trust with my finances.
Lauren T.
Sep 10, 2019
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My husband and I have been working with Joe for a few years now. He is always helpful and treats us like family when we are there.
Daniel Wilson
Jan 18, 2015
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John has taken care of my account for many years and has always taken care of any concerns that I had. Even when the market drops, he had protected my investment. I cannot thank him enough. I feel that I can now retire comfortably and not have to worry about running out of money. What else could I ask for?
