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About Atlantis Investment Coaching

  • Together with Matson Money, Atlantis Investment Coaching is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures.

    Working together, Matson Money and Atlantis Investment Coaching help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing.

  • The Atlantis Investment Coaching* team is powerfully trained in the Matson Method - a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.

Company Leadership

Omar Pereira

Founder & Head Investor Coach

Omar Pereira is Atlantis' Founder and Head Investor Coach. He founded Atlantis in 2007. Omar earned a Bachelor's Degree in Electrical Engineering from Rensselaer Polytechnic Institute (RPI) in Troy, NY, and a Master's in Business Administration from the University of New Orleans. The source of Atlantis' reason to exist, its mission, and its vision is...

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Alejandro Santiago Gonzalez

Client Services Director & Investor Coach

Alejandro Santiago is Atlantis' Client Services Director and Investor Coach. He joined Atlantis in 2016. Alejandro earned a Bachelor's Degree in Finance Administration from the Monterrey Institute of Technology and Higher Education, Mexico City, Mexico in 2015. During college, he participated in a broker-dealer investing contest. That experience made him realize that what he had learned...

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Manuel Lopez

Events Director & Investor Coach

Manuel "Manny" Lopez joined Atlantis in 2021 as Events Director. He is also one of Atlantis' Investor Coaches. Manny earned a Bachelor's Degree in Electrical Engineering from the University of Puerto Rico in Mayaguez, PR, in 2000. He also earned a Master's Degree in Telecommunications Project Management from the University of Phoenix. He earned a Project...

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Get In Touch

Book an initial consultation with our team today!

info@atlantiscoaching.com (787) 919-7314

Atlantis Investment Coaching

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PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Matson Money, Inc. "Matson" is a federally registered investment advisor with the Securities Exchange Commission ("SEC") and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this website will assure any particular investment results.

All of Matson Money's advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term "Co-Advisor" is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds.

The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor's clients. Generally, the greater the assets under management that the Co-Advisor's clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest.

Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.

Co-Advisor's fee may be paid directly by Account Owner to Co-Advisor or this fee may be deducted from Account Owner's account by Matson and paid by Matson to Co-Advisor. No part of this fee is retained by Matson. The Co-Advisor's relationship with Matson, including fees payable from the Account Owner's Account, is governed by a separate agreement between Matson and the Co-Advisor. The nature of this relationship creates an inherent conflict of interest.

Additionally, Co-Advisors who have entered into a Co-Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson's Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador's business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading Breakthrough Investing. Some additional expenses can be charged for additional services.

In Canada, Matson acts as a sub-advisor to another registered portfolio manager ("Advisor"). Matson is not affiliated with the Advisor. The Advisor and Matson have entered into a sub-advisory agreement, under which Matson has agreed to sub-advise client accounts managed by the Advisor. Client accounts are invested in strategies managed by Matson. The Advisor is responsible for client onboarding and account opening collection of know-your-client information and suitability determination and overall client relationship management.

All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

The website may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time ("Performance Material"). Past performance, and any performance reflected in Performance Material, is not an indication of future results.

The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.

One or more persons featured in this content is a Co-Advisor and Brand Ambassador for Matson Money. All Co-Advisors and Brand Ambassadors are independent contractors, not employees or agents of Matson. All of Matson's advisory services are marketed almost exclusively by Co-Advisors, who are compensated through advisory fees.

Brand Ambassadors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms or separately registered portfolio managers (Canada). Matson Money receives compensation for the Brand Ambassador arrangement to cover the cost of creating branding assets, like films, presentations, logos, and other various marketing material, as well as additional services.

Please refer to Form ADV Part 2, of either party, for detailed investment advisory and fee information. You may also refer to Form CRS for an overview of these services.

Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed.

Life on Purpose™ is a registered trademark of Matson Money, Inc.
Matson Money American Dream Experience™ is a registered trademark of Matson Money Inc.
Matson Money™ is a registered trademark of Matson Money, Inc.
Copyright © 2024 Matson Money, Inc.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Atlantis Investment Coaching, LLC "Atlantis" in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Atlantis Investment Coaching, LLC "Atlantis" is a state registered investment advisor with the Commonwealth of Puerto Rico, and in other jurisdictions in the United States where it is required to be registered. Atlantis has been in business since 2007. Registration with state securities regulatory authorities does not imply their approval or endorsement of any services provided by Atlantis. For Atlantis' ADV Form Parts 2A and 2B firm brochures and other regulatory documentation showing its clean regulatory record go to the US Securities and Exchange Commission's (SEC) Investment Adviser Public Disclosure page at https://adviserinfo.sec.gov/firm/brochure/145416.

The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and Atlantis and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this website will assure any particular investment results.

Atlantis is one of Matson Money, Inc.'s "Matson" Co-Advisors (“Promoters”). The term "Co-Advisor" is equivalent in meaning to the term “Promoter.” Atlantis is an unaffiliated separately registered investment advisor. Atlantis is not affiliated with Matson Money or with the Co-Advisors or the firms with which Matson is associated.

Additionally, Atlantis is enrolled in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. As a Brand Ambassador, Atlantis can use Matson's Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants Atlantis a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, Atlantis retains Matson to provide certain operational consulting services in connection with Atlantis' business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation from Atlantis for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading Breakthrough Investing and the American Dream Experience. Some additional expenses can be charged for additional services.

Atlantis Investment Coaching is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.