It’s in our DNA.

ATEGENOS

('aTH-ə-'jēn-ōs)

We believe trustworthy advice is essential.

We believe prosperity requires collaboration.

We believe in improving the lives of others.


Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients.