Unlock your financial goals

At ATR FAMI, we transform Filipinos from savers to investors by providing innovative investment solutions, advocating investment literacy and giving exceptional customer experience.

Who We Are

Established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Congregation Philippines, Inc.

Proud investment manager and distributor of First Metro mutual funds.

Investment manager, administrator, and principal distributor of First Metro mutual funds and First Metro Philippine Equity Exchange Traded Fund (FMETF), the country's first exchange-traded fund (ETF).

Home of multi-awarded investment funds with strong and consistent investment performance.

Team with vast experiences in investment management which covers portfolio, risk, research and analytics.

Provider of innovative investment solutions through convenient and hassle-free transactions.

Company History

ATR FAMI (Financial Advisory and Management Inc., formerly First Metro Asset Management, Inc. (FAMI) was established in 2005 by First Metro Investment Corporation in partnership with Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation.The objective was to promote investments to schools, educators and religious institutions, to develop innovative investment products and advocate investment literacy among Filipinos.

Today, ATR FAMI is recognized as one of the leading asset management companies that offers a wide range of outstanding mutual fund products in the country. It managed eight (8) peso-denominated mutual funds, one dollar-denominated mutual funds, and was the fund manager of the first and only ETF in the country.

Mission

As trusted stewards who promote investment literacy, create innovative investment solutions and provide exceptional customer experience, FAMI will transform Filipinos from savers to investors.

Vision

To be the preferred mutual fund provider in the Philippines.

ATR FAMI Values

Influenced by a culture of:

Teamwork

Respect

Integrity

Innovation

Passion for Excellence

Ownership Structure

In December 2024, 70% of First Metro Asset Management Inc. (FAMI) was acquired by ATR Financial Holdings Inc. (ATR Financial). FAMI was renamed ATR Financial Advisors & Managers Inc. (ATR FAMI).

ATR Financial is owned by a consortium of investors and management partners led by its Chairman, Manuel N. Tordesillas. Mr. Tordesillas is also Chairman and co-founder of ATRAM Trust Corp. and Chairman of MET Holdings Inc. Mr. Tordesillas was President of the Investment House Association of the Philippines for 7 years. He served as a key figure in Philippine investment banking, having led several investment banks such as Maybank Kim Eng Investment Bank, ATR Kim Eng Capital Partners Inc., Citicorp Investment Bank and Peregrine Capital Limited over his illustrious career.

Karen Liza M. Roa is shareholder of ATR Financial and was has been President of ATR FAMI since 2018.

Through the entry of ATR Financial, ATR FAMI will focus on providing financial advice to mid-size corporate and institutional clients in customizing and managing their investment portfolios.

Catholic Educational Association of the Philippines (CEAP) is a nationwide network of private Catholic educational institutions in the Philippines founded in 1941. It now has more than 1,525 member-schools and more than 120 superintendents of Catholic Schools. It is a voluntary organization which operates through regional educational associations located in the 17 regions of the country.

Marist Brothers Congregation Philippines, Inc. is an international Catholic religious congregation with around 5,000 members in more than 70 countries.