At Atlas Capital Advisors, we believe that there are too many intermediaries in the financial services industry adding to fees but not adding value to clients. Our goal is to maximize wealth enhancement opportunities for our clients while minimizing risk. We employ an investment process that yields transparent, tax-efficient, diversified portfolios that optimize the risk and reward trade off while minimizing transaction cost.
 
Our business was founded on four core principles:
 
• Transparency – We believe investors want clarity and ease of understanding from an investment vehicle; they don’t want an opaque black box. Our investment process is totally transparent and clients can view their holding online. We focus on several core fundamental investing themes and are convinced that thorough academic research would lead you to have an investing approach similar to ours.
 
• Liquidity – Clients have access to funds whenever they are needed:  no “lock ups” on client holdings and no illiquid investments.
 
• Integrity – Our motivations are aligned with our clients. We always act as fiduciaries and do not accept soft-dollar or brokerage compensation.
 
• Performance – At the end of the day, investment results are the biggest measure of success. We have maintained a solid performance record since our inception in 2003. Please contact us for more specific information about our GIPS® compliant performance reports.

Investment Management

Atlas Capital Advisors

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