Adams Technology Group
Compliant and Secure
Aren’t the Same Thing.
DEVICE. IDENTITY. DATA.
We protect the client data and assets under management behind your firm’s technology, independent of your IT team and compliance officer, accountable directly to the Board and CEO.
Trusted by leading financial and professional services firms
Financial Planners
Wealth Managers
CPA Firms
100% U.S.-Based
24/7 Monitoring
3|29™ Performance Standard
Cybersecurity Has Come to an End
Drop the Prefix. It’s Just Security Now.
We stopped saying “cybersecurity” internally. Not because the risk went away, because the word implies it’s still separate: a department, a budget line, someone else’s job. It isn’t.
The modern firewall doesn’t protect an office anymore. It protects every device and every login credential, everywhere that device or user signs in, and everything they’re signing into: a vendor’s API, a home network, a cloud app nobody remembers approving, a trading platform, a custodial portal, the phone in your pocket right now. There is no perimeter left to defend. There’s just everywhere your people and their credentials go.
No more cybersecurity isolation. It’s just security now, the baseline for all IT moving forward.
Device
Every device, firm-issued or personal, kept current, monitored, locked down and isolated at the first sign of unknown access, or wiped the instant it’s lost or stolen.
Identity
Every login secured with phishing-resistant, passwordless authentication, not a reused or shared password nobody’s changed in years. A full login forklift.
Data
Every byte of client data classified, encrypted, and tracked, so nothing leaves the firm without permission enforced by device and identity policy, on work devices and personal ones alike.
The Gold Standard
3.0™ Security Framework
We don’t just promise security, we quantify it. Our proprietary framework measures what actually protects your firm, not a checkbox on a regulatory questionnaire.
3
Secured Doors
Device, identity, and data loss, locked down and shut the instant one is triggered. Not reviewed next Monday.
0
Client Notifications
The incident response plan your Reg S-P policy requires stays in the drawer. Unused. Not because we got lucky. Because we secured all three doors.
6
Dedicated Analysts
Issues are handled by U.S.-based technicians, not dispatchers.
YES OR NO ISN’T ENOUGH TODAY.
The Checkbox Is Dead.
Compliance and cyber liability questionnaires used to be yes-or-no.
| Question | YES | NO |
|---|---|---|
| Do you have multi-factor authentication (MFA) enabled? | ✔ | |
| Do you have a firewall in place? | ✔ | |
| Do you back up your data regularly? | ✔ | |
| Do you have antivirus or endpoint protection installed? | ✔ | |
| Do you provide employee security awareness training? | ✔ | |
| Do you have a written incident response plan? | ✔ |
Check. Check. Check. Yes, we do all that.
That’s not what insurers and examiners ask anymore. Now the questions look like this:
- What controls or operational processes govern user access to your systems and tools?
- Confirm your IT systems and tools landscape.
- Describe system access and the permissions tied to it.
The checkbox was always missing the follow-up question: How? Prove it?
This isn’t new to ATG. We run this same governance internally to satisfy our own SOC 2 Type I compliance. It’s not a special answer we prepared for you, it’s our entire operational framework. That’s what verifiable means, to ATG and to you.
NO CONFLICT OF INTEREST
The Technology Security Model Difference
Traditional IT security delivery models are outdated. Internal generalists become overworked, don’t have the expertise, and are conflicted between IT tickets and urgent security incidents.
The ATLAS™ framework provides a fundamentally different approach. We replace the traditional helpdesk with dedicated expert teams, rapid predictable response times utilizing our modern 3.0™ standard, and direct access, ensuring your underlying security architecture evolves as threats change.
Click the diagram to view the comparison
Comprehensive By Design.
Built To Scale.
Every engagement starts with the same non-negotiable baseline. From there, our framework scales with your firm’s risk, complexity, and budget.
Baseline
Baseline Security Stack
The non-negotiable minimum for every RIA: the technical controls examiners look for, and the ones attackers look to exploit.
Core Components
- Managed Endpoint Detection & Response
- Identity Detection & Response
- Security Awareness Training
- Professional Email Filtering
- Microsoft 365 Business Premium
Ideal For
Every client. No exceptions.
Advanced
Add-On Coverage
Extend the baseline with additional protection matched to your firm’s risk profile and existing IT relationship.
Core Components
- Patch & Vulnerability Management
- ATG Support Agreement
- Service Provider Oversight Documentation
Ideal For
Firms needing more than baseline, without a full premium engagement.
Premium
Governance & Risk Advisory
Beyond the baseline stack, this is an ongoing cycle: assess every internal and external vulnerability, prioritize what’s actually exploitable, remediate it, and monitor for what’s next. Not a one-time audit. A loop that never stops.
Core Components
- Full-Stack Vulnerability Management
- Risk-Based Prioritization & Guided Remediation
- Business Continuity Plan & Disaster Recovery Certifications
- Quarterly Advisor Reviews
Ideal For
Firms wanting audit-grade visibility maintained year-round, not just at renewal.
———
Our SOC2 Expertise
Modern Security for High-Performing Financial Firms
Choosing Your Security Partner
The Old Way vs ATG’s Verified Way
The Old Way
Assumed Security
- Security folded into IT or compliance, with no one independently accountable for it.
- The same team that manages your systems is the one telling you they’re secure. Self-graded, unaudited.
- SMS-based MFA and outdated authentication left in place for years.
- “We passed our exam” treated as a complete security strategy.
The New Way
Verified Security
- Reports directly to your leadership, independent of IT and your compliance officer. No conflicts of interest.
- SOC 2 Type I compliant operations, independently audited, not self-reported.
- Device, identity, and data loss: all three doors secured and monitored 24/7 by the ATLAS team.
- Zero client notifications: the outcome we built for.
Proven Security. Documented Results.
“Partnering with Adams Technology Group has been an exceptional experience. From initial design to ongoing support, their expertise and proactive approach ensure our technology infrastructure remains secure and reliable. Their commitment to customer services stands out- they respond quickly and go the extra mile to provide top-tier IT managed services.”
— Bonnie, Director of IT
Industry: Financial Services
Avg. Tickets Per Month: 78
Services Overview: ATG Technical Services Team provides support for 75 employees and 3 sites, server administration, security & compliance.
“ATG is excellent in everything that they do. Most tech support providers are painful to deal with, not ATG. They are knowledgeable, helpful, accommodating, and always put the focus on the client relationship above all else. I would recommend their managed IT services to anyone that needs advisory, support, really anything. They do it all, and they do it exceptionally well.”
— Jesse, Co-Founder, Director of IT
Industry: SaaS Development & Consulting
Avg. Tickets Per Month: 22
Services Overview: ATG provides new employee onboarding, hardware procurement & delivery nationwide to over 150 employees.
“I am typically skeptical of using outsourced IT for anything beyond projects and security. They consistently give our company quick response and top expertise on everything from simple desktop support to systems engineering, security, hardware, software updates, even the phone system. Hiring ATG has proven to be a great partner we can rely on.”
— Steve, Director of Finance
Industry: Manufacturing
Avg. Tickets Per Month: 88
Services Overview: ATG Technical Services Team provides support for 250 employees, server administration, IT road mapping, project management & security.
———
Consulting. Design. Execution.
Professional IT Services
Every engagement starts with security. If your firm needs more beyond that, project-based technology work is available too, without vendors, without guesswork, without adding headcount.
STEP ONE: ATG RISK INTELLIGENCE
You Don’t Know What You Don’t Know.
Every engagement starts here: a round table with our security team, not a sales call. Twenty questions that ninety percent of firms cannot answer. We provide deep insight into your exposure, and a business impact assessment your leadership can act on, so you walk away with assurance, not assumptions. We run one of these a day, book yours now.
