9717 Prairie Avenue, Highland, IN 46322 |

Northwest Indiana Financial Advisors Who Work For You

Wealth Management • Retirement Planning Management • Stock Broker Dealer

We are an independent Broker/Dealer with deep roots in Northwest Indiana. Our longstanding community presence and ideal location allows us to serve the Lake-Porter County and Chicagoland areas in a personal way. Whether you are an individual investor, or an investment advisor looking for a partner to address your specific needs, please stop in and see us. We would appreciate the opportunity to meet with you.


About Images

Services We Offer

You and your financial success is important to us. We know it sounds cliche, but its true. We rely on our personal discussions about strategies with you. Your time, comfort level and diversification percentages are not the same as everyone elses.

Our time is spent focusing on how we can serve you and what makes an honest fit to your unique situation.

ATIS, Inc. offers the following financial services:

Wealth Management
You’ll benefit from our investment advisory services because they include allocation models from a variety of sources. You’ll find that we strive to be cost competitive through our fee based structure.

Retirement Planning Management
A variety of tools are used to evaluate retirement sensitivity issues. Together we’ll learn your risk tolerance, how much you are saving, and how much you’ll need for retirement. In order to plan well, we need good information.

Estate Planing
Through relations with local attorneys and CPA’s, we try to make an emotional issue less stressful.

Stock Broker Dealer
Our clearing relationship with RBC Capital Markets provides for execution of stock, security deposits, and stock re-registration.

Bond Investments
Besides corporate and municipal bonds, the RBC fixed income desk offers FDIC insured CD’s.

Trust Administration
Should you need assistance with trustee succession, we maintain an alliance with trust service providers. 

Insurance Products Services
We are licensed in the State of Indiana to provide a variety of insurance products, which includes annuities and life insurance.

College Savings Plans Recommendations
We want to make sure that clients know the best way to invest for higher education. Tax benefits are an integral part of college savings.

ATIS Finanical Advisors

John J. Evanich

President of ATIS, Inc.
john.evanich@atiswealth.com
John is President of ATIS, Inc. Investment Advisory Services, General Securities Principal and Financial Operations Principal. Previous to developing ATIS, Inc. in 2009, John served in the securities industry for 15 years, primarily as the President of American Trust Investment Services and Peerson & Co.

Before entering the securities industry, he was Controller of a financial institution, a member of a CPA firm, and examiner for the Indiana Department of Revenue.

A 1985 graduate from Indiana State University with a B.S. in accounting, John obtained his CPA license in 1987.

"I look forward to LISTENING to the needs of my client. I then determine solutions for those needs that have been assessed. It is important to develop strategies for my clients that are in continuity with their risk analysis and investment objectives."

John is a 30-year resident of Griffith, Indiana with his wife of 31 years, Lori.

Member FINRA & SIPC.

Kurt F. Schultz

Executive Vice President of ATIS, Inc.
kurt.schultz@atiswealth.com
Kurt is Executive Vice President of ATIS, Inc. Investment Advisory Services. He has 34 years of experience in the financial services industry including both equity and derivatives markets. As a former Senior Equity Derivatives Strategist for a prominent global firm, Kurt worked with institutional clients that included mutual fund managers, hedge funds, and various endowments. He also has extensive classroom and seminar experience teaching global corporations Technical Analysis and Risk Management strategies. 

Since moving from the floor of Chicago’s Exchanges to the private client arena, Kurt has expanded his licensing. Besides being a member of the CME Group (CBOT division) his licenses include a Series 4,7,24,53,63, and 66. He also holds a Life, Variable Life, and Annuity License.

Kurt has been a lifelong resident of the Calumet Region and has resided in Dyer since 1992. He is active in the community through involvement with various Chambers of Commerce. Coaching youth athletics such as soccer and basketball with both church and community has been a favorite past time.

Joe Mastej

Registered Broker and Investment Advisor
joe.mastej@atiswealth.com
A member of ATIS Investments since September 2016, Joe is a Registered Broker and Investment Advisor with an Economics degree from I.U. Northwest. He has been instrumental in creating Firm Adherence to the new Department of Labor customer protection rules within the Industry. His skills in data accumulation have been essential in developing fee transparency for our customers. 

Aside from his involvement with the Knights of Columbus and Highland Chamber of Commerce, Joe enjoys being an umpire in the Highland Little league and Babe Ruth organizations. He is a life-long resident of Highland, in the final planning stages to marry his Fiancé, Jill.

Contact Us!


trivoo