At Atlas Capital Advisors we never lose sight of your goals, we always use your time efficiently, and we deliver clear, concise analysis and recommendations.

Client Communications

At least once a year, we have comprehensive discussions with our clients to review results, discuss any changes in client circumstances, and make any necessary adjustments to the portfolio strategy. Additional meetings and telephone contact are welcomed at any time throughout the year. Our clients also receive comprehensive written quarterly reviews including detailed performance reports for each portfolio, a discussion of market activity and a summary of the firm’s current investment outlook.

Performance Reporting

Atlas Capital Advisors uses a variety of benchmarks depending on the needs and strategy of the client. Performance is prepared in compliance with Global Investment Performance Standards (GIPS®) on a quarterly basis. Historical performance can be shared with each client via customized reporting and with prospective clients upon request.

• Difference between Geometric return and Average return

Custodians

Client accounts are typically held at Charles Schwab and/or Interactive Brokers LLC.  Charles Schwab is generally used for fixed income investment strategies and Interactive Brokers is used for equity and alternative investment strategies that may involve the use of futures contracts.  Both companies are financially sound, are insured by SIPC, and carry supplemental excess coverage policies issued by Lloyds of London.

For Charles Schwab financial security information click here

For Interactive Brokers financial security information click here