At Atlas, investment planning and asset allocation are a multi-step process achieved after several meetings with the client. A detailed assessment is made of current assets and cash flows; tax status; future liquidity needs; financial, retirement and estate planning objectives; and the client’s sensitivity to risk. Depending on the client’s preference, we may use a Portfolio Survival Analysis to evaluate the probability of a client’s assets meeting remaining life cash flow needs. The final product is an Investment Policy Statement that guides our tailored investment strategy and helps our clients achieve their financial goals.

We specialize in the management of concentrated equity risk management strategies via a tax loss harvesting strategy as an adjunct to our investment strategy for a client, or via a variety of other equity risk management strategies

Portfolio Survival Simulations

We perform an in depth ‘Monte Carlo’ analysis for each client and detail the probability of attaining financial goals based on different asset allocation strategies, cash flow requirement and time horizon. Atlas Capital Advisors will recommend the most appropriate asset allocation to achieve each client’s goals.

Investment Policy Statement

After assessing needs and objectives, an investment policy statement is generated for the client that will drive our investing strategy.