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    Atlas Capital Advisors

Individual

Customized proprietary solutions delivering performance at reasonable cost. Portfolios are transparently managed in separate accounts emphasizing risk management and capital preservation.

Institution

Atlas partners have CIO and portfolio management experience at multi-billion dollar organizations.  We provide thoughtful and disciplined OCIO solutions for family offices, foundations, and defined contribution plans.

Advisor

We provide SMA, UMA or TAMP solutions for RIAs. Access our proprietary model portfolios for various strategies.  You focus on your client’s needs; we’ll take care of the investment management. Partner with us to help grow your business.

WHY ATLAS CAPITAL ADVISORS

We are the principal, not the agent - we manage your money like we manage our own

Superior Investment Performance

Atlas partners are experienced direct investors who apply strong, time-tested academic theory to build portfolios that outperform benchmarks over the medium to long term. Portfolios tend to have lower volatility and drawdowns.

Custom Built Portfolios

Separately managed accounts used to build portfolios with specified risk and return attributes. We bring customization to a higher level, fine tuning your specific investing strategies to reflect all asset holdings and tax considerations.

Transparency

All investments are public, liquid and held at a custodial firm of the client’s choosing. There are no performance fees, lockups or hidden marketing expenses associated with any Atlas managed account.

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operating since

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CFA Charters

$0M

Assets Under Management

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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.

OUR CUSTODIANS

Best practice and common sense always dictates asset safe keeping be separate from the advisor

RESOURCES

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