At Atlas, our goal is to make our clients’ financial lives easier. We accomplish this by both prudently investing our clients’ investments and minimizing risk. Once an investment strategy is agreed upon, we pursue the necessary tactics to achieve the overall financial objectives. Our investment philosophy is to help clients define their investment goals, taking into consideration cash requirements and tolerance for risk as well as short term and long term investment expectations.

We manage every portfolio by segregating exposures into risk and conservative asset buckets specifically tailored to the needs of each client.  Our risk assets are invested in the Atlas Core Satellite strategy employing a core exposure to large cap equities with satellite investments in less correlated asset classes such as: currencies, commodities, master limited partnerships, preferred stocks and REITs.  Risk holdings offer potential for greater volatility, both to the upside and downside.  Our conservative asset strategy is substantially invested in fixed income securities and cash.