• slidebg1

    Atlas Capital Advisors

      Evidence Based.      Systematic.      Transparent.     Liquid.

      Evidence Based. Systematic. Transparent. Liquid.

ABOUT

Atlas Capital Advisors is an independent, S.E.C. registered investment advisor based in San Francisco. We provide customized investment solutions that deliver performance at a reasonable price. Our systematic investment approach is grounded in academic and proprietary research. We emphasize strong risk management and capital preservation. Our clients compensate us on a fee-only basis.

WHY ATLAS?

- Jono Tunney, Founder and Managing Partner
“Atlas was founded to provide investors with better than index performance by focusing on empirical evidence of what actually drives persistent returns. We have achieved this goal while eliminating the need for financial intermediaries who bloat costs and adversely impact returns.”

We are quantitative money managers who value

Systematic Approach

We are disciplined unemotional investors

Transparency

We show you how, why and what investments we make to generate returns

Liquidity

We invest only in publicly traded securities with deep daily trading volume

Diversification

We typically hold a smaller subset of the benchmarking index, 80+ stocks

Customization

We help clients express their social values and minimize single stock risk

Our Investment Philosophy

Evidence Based Methodology

At Atlas Capital Advisors, we've formulated our equity investment thinking over a number of years, drawing heavily from personal experience and leading academic research. Successful investing requires a long term perspective. Too frequently the investing community can focus on near term results or the latest fad , neither of ...

Read More

Keep Fees Low

Atlas operates as a registered investment advisor and fees are charged on invested assets without the return-sharing typical of hedge funds or the layering of costs typical of fund of funds, investment brokerage firms and insurance companies. There have been numerous academic studies quantifying how the layering of fees adversely affects client ...

Read More

Transaction Costs Matter

Transaction costs can have a large impact of portfolio performance. Our proprietary software incorporates all three levels of the transactional cost pyramid when making our trading decisions. Most people tend to focus on commissions when they think about transaction cost, but commissions turn out to have a small overall impact ...

Read More

HOW IS ATLAS DIFFERENT

  1. We believe that asset allocation is the primary driver of returns
  2. We believe that through academically tested factors, our client portfolios can perform slightly better than the market
  3. We believe a financial advisor should not get paid based on what products their clients use
  4. We believe most of what is sold in the industry is not necessarily in the best interest of the client
  5. We are a fiduciary to our clients – placing client’s interests ahead of our own
  6. We invest our own assets in the same strategies that we invest our client assets
0

operating since

0

CFA Charters

$0M

Assets Under Management

0

Composite Strategies

Services

Our objective is to help clients meet their financial goals with thoughtful planning and investing strategies

OUR TEAM

People that contribute to Atlas Capital Advisors' Success.

QUARTERLY ASSET ALLOCATION

GLOBAL DOWNSIDE PROTECTED (GDP) ALLOCATION

PURPOSE

The Atlas Global Downside Protected (GDP) equity strategy is designed to address the three most important issues faced by equity investors:
  1. Do current market conditions favor a relatively high, or relatively low, portfolio allocation to public equities?
  2. How should equity investments be allocated across geographies?
  3. What’s a good way to avoid being harmed by the periodic severe bear markets experienced by equity investors?
Read More

ATLAS RISK ASSET ALLOCATION

Asset allocation is the most important decision one can make as an investor. Each quarter, Atlas Capital Advisors updates estimates of the expected returns of each asset class, and adjusts allocations accordingly. We make these decisions in a systematic repeatable way using approaches grounded in academic evidence.

We are fundamental investors. We seek to increase weights in asset classes that are attractively priced, and reduce weights in those that are not. Attractively priced asset categories, with higher expected returns, have “good value” in our terminology.

Read More
Error occurred, please try again.

Thank you for signing-up, please check your E-mail to access the report

Welcome back!

RESOURCES

"I believe in evidence. I believe in observation, measurement, and reasoning, confirmed by independent observers"
- Isaac Asimov, The Roving Mind