Evidence-based investing and personalized wealth services to support your success
Meet with an advisorData driven. Client-centric.
Atlas Capital Advisors is an independent investment advisor dedicated to unbiased, evidence-based investing and relationship-centered wealth services. As a fiduciary and fee-only advisor, your best interests are aligned with ours. Our team has deep experience in markets, technology, and extended wealth services to support your wealth conservation and well being.
Meet the teamRegional presence, serving clients worldwide.
Our offices in Jackson, WY and San Francisco, CA specialize in wealth management for tech-savvy investors—engineers, entrepreneurs, executives—as well as affluent individuals, families, trusts, foundations and privately held businesses across the U.S. and beyond. As a fiduciary, we always act in your best interests.
Explore our servicesWe design and manage sophisticated, tax-sensitive portfolios based on a quantitative and academically rigorous investment process that is:
Evidence-based
We rely on academic research of what consistently drives returns and a quantitative, disciplined systematically applied approach to every decision.
Thoughtfully implemented
We implement our investment strategies ourselves, in-house—avoiding the fees of outside parties—to maximize expected returns.
Tailored to your needs
Our solutions are flexible to your unique goals and financial circumstances—including your other positions, risk factors, tax situation, and values.
"I believe in evidence. I believe in observation, measurement, and reasoning, confirmed by independent observers."
Investment Fundamentals
Explore our timely, in-depth posts around financial planning and investing concepts, with topics ranging from private equity investing to tax planning.
Market Commentary
Every month, our CIO Ken Frier explores the latest market trends, shares valuable insights, and offers thought leadership to help our clients succeed.
Market Risk Assessment
Atlas monitors macroeconomic metrics for signs of broad market risk and uses them to further inform allocation decisions
Contact us
Whether you’re an individual or part of a larger organization, you can rely on us to be responsive, transparent and a long-term partner in your wealth management.