Leading The Way In Coaching Individuals and Businesses For 11+ Years
- Atlantis was founded by Omar Pereira in 2007.
- Registered Investment Adviser with the Office of the Commissioner of Financial Institutions of Puerto Rico, and the State of Texas.
- View our Firm’s Regulatory Brochure Form ADV Part 2A and 2B.
- Strategic Partnership with Matson Money, an SEC Registered Investment Adviser that, as of March 31, 2018, manages over $8 billion in assets, including over $20 million of our client’s assets.
Atlantis focuses on coaching our clients instead of selling investment products. As a result, our 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 or prognosticators.
Atlantis’ strategic partnership with Matson Money provides us with access to analysis tools used by Fortune 500 companies, to prudent investment management strategies and vehicles based on proven academic research, and to ongoing training for our investor coaches. You can find out more information about Matson Money at matsonmoney.com.
2001 - A New Beginning
Our founder, Omar Pereira, decides to return to his hometown in Puerto Rico due to an illness in his family. Prior to this he had a highly successful career with General Motors, where over the course of 14 years he held assignments in Engineering, Manufacturing, Purchasing, Strategic Planning and other groups. He had international assignments in Europe and South America, managed over $1.5 billion in purchasing budgets, and saved General Motors over $725 million throughout his career.
2002-2005 - Discovering Everything That Is Wrong About the Securities Industry
In 2002, Mr. Pereira joined Jefferson Pilot Securities as a Registered Representative. During the next 5 years Mr. Pereira developed a successful financial services practice with over $12 million in assets under advisement.
During those years he also learned everything that was wrong with the industry. It was impossible to provide great service to his current clients under the industry’s commission-based business model. Financial advisors are forced to focus on acquiring new clients instead of providing ongoing advice and service to existing clients, because most of their compensation comes from large commissions paid by the products that new clients purchase.
2006 - The Solution Is Found
Mr. Pereira felt very uncomfortable with this dysfunctional relationship between him and his clients. To solve this, he did a significant amount of research, searching for another business model. Then, in the summer of 2006, Mr. Pereira met his own coach, Mark Matson, CEO of Matson Money in 2006. Through his coaching, Mr. Matson helped Mr. Pereira realize everything that was wrong with the industry, but also how to fix it with coaching.
2007 - Another New Beginning
On November of 2007, Mr. Pereira, aligning his values with his business model, proceeded to leave his broker dealer, stopped offering securities products for commissions, and founded Atlantis Investment Coaching, LLC, registering the firm in Puerto Rico. By the end of 2017 Atlantis was already advising several clients that held over $9 million of assets invested with Matson Money.
2008-2009 - Coaching Clients Through The Downturn Of The Markets
During the 2008-2009 financial crisis, we took our coaching to a new level, increasing the amount of coaching events we held for our clients. Through our coaching our clients learned the tools they needed to navigate the histeria that was being created by the media. We helped them keep their discipline and fully understand what they were doing and why. We explored what had happened during each previous downturns since the Great Depression, why it happened, and what happened afterwards. As a result of our coaching, more of our client’s assets came in as deposits than the amounts that were withdrawn.
2013 - New Milestone is Reached
By the end of 2013, our clients’ assets invested with Matson Money reach $15 million.
2016 - Registered with the State of Texas
Atlantis is registered with the State of Texas and expands its client base into the US mainland.
2017 - Ten Years After a New Beginning
Atlantis celebrates its 10-year anniversary. By the end of 2017 Atlantis was advising clients that held over $20 million of assets invested with Matson Money.
2018 - Development of the American Dream Series
Atlantis launches the American Dream Series Course to significantly increase the amount of investors that we save.