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    Atlas Capital Advisors

      Evidence Based.   Systematic.   Transparent.   Liquid.

      Evidence Based. Systematic. Transparent. Liquid.

ABOUT

Atlas Capital Advisors is an independent, S.E.C. registered investment advisor based in San Francisco. We provide customized investment solutions that deliver performance at a reasonable price. Our systematic investment approach is grounded in academic and proprietary research. We emphasize strong risk management and capital preservation. Our clients compensate us on a fee-only basis.

WHY ATLAS?

- Jono Tunney, Founder and Managing Partner
“Atlas was founded to provide investors with better than index performance by focusing on empirical evidence of what actually drives persistent returns. We have achieved this goal while eliminating the need for financial intermediaries who bloat costs and adversely impact returns.”

We are quantitative money managers who value

Systematic Approach

We are disciplined unemotional investors

Transparency

We show you how, why and what investments we make to generate returns

Liquidity

We invest only in publicly traded securities with deep daily trading volume

Diversification

We typically hold a smaller subset of the benchmarking index, 80+ stocks

Customization

We help clients express their social values and minimize single stock risk

Our Investment Philosophy

Evidence Based Methodology

At Atlas Capital Advisors, we've formulated our equity investment thinking over a number of years, drawing heavily from personal experience and leading academic research. Successful investing requires a long term perspective. Too frequently the investing community can focus on near term results or the latest fad , neither of ...

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Keep Fees Low

Atlas operates as a registered investment advisor and fees are charged on invested assets without the return-sharing typical of hedge funds or the layering of costs typical of fund of funds, investment brokerage firms and insurance companies. There have been numerous academic studies quantifying how the layering of fees adversely affects client ...

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Transaction Costs Matter

Transaction costs can have a large impact of portfolio performance. Our proprietary software incorporates all three levels of the transactional cost pyramid when making our trading decisions. Most people tend to focus on commissions when they think about transaction cost, but commissions turn out to have a small overall impact ...

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HOW IS ATLAS DIFFERENT

  1. We believe that asset allocation is the primary driver of returns
  2. We believe that through academically tested factors, our client portfolios can perform slightly better than the market
  3. We believe a financial advisor should not get paid based on what products their clients use
  4. We believe most of what is sold in the industry is not necessarily in the best interest of the client
  5. We are a fiduciary to our clients – placing client’s interests ahead of our own
  6. We invest our own assets in the same strategies that we invest our client assets
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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.

QUARTERLY ASSET ALLOCATION

ATLAS RISK ASSET ALLOCATION

Asset allocation is the most important decision one can make as an investor. Each quarter, Atlas Capital Advisors updates estimates of the expected returns of each asset class, and adjusts allocations accordingly. We make these decisions in a systematic repeatable way using approaches grounded in academic evidence.

We are fundamental investors. We seek to increase weights in asset classes that are attractively priced, and reduce weights in those that are not. Attractively priced asset categories, with higher expected returns, have “good value” in our terminology.

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RESOURCES

"I believe in evidence. I believe in observation, measurement, and reasoning, confirmed by independent observers - Isaac Asimov, The Roving Mind"
Atlas provides Investment Management Services across multiple asset classes with unique sub-strategies that capitalize on specific predictive factors implemented in a systematic, disciplined, unemotional, academically rigorous investment process...
Factor-Based Investing (also known as “Smart Beta”) attempts to identify specific factors historically associated with stronger risk-adjusted returns, and create index weightings with inclination toward one or more of these factors. Factor-Based Investing...
In 1992-1993, Eugene Fama and Kenneth French published several academic papers that provided investing ideas that expanded on the classic Capital Asset Pricing Model (CAPM). They showed that over long periods of time, 90% of returns from diversified ...
A provision within the 2017 Tax Cuts and Job Act (TCJA) created incentive to invest in special low income geographic districts known as Opportunity Zones.  Investments made through designated funds created specifically for economic development of these zones allow for the deferment and potential elimination of capital gains taxes. Key components of the provision are: ...
This is an unusual environment for the bond market. The Federal Reserve Board is tightening credit at the same time domestic fiscal policy is highly stimulative. The US is in the tightening phase of its monetary cycle, while Europe and Japan each still run easing programs; US rates are significantly higher than those of many ...
Yesterday, the Federal Reserve raised its benchmark overnight borrowing rate +0.25% to 2.25%. Investors may be distracted by the wave of market commentary analyzing the rate hike significance. Yes, the Fed eliminated the word “accommodative” from its description of monetary policy, but the Central Bank has been reducing liquidity since 2013’s end to Quantitative Easing ...
Do you ever think that you can pick a really good manager ahead of time? (it is easy to pick one after the fact). It turns out that ‘ex post’ (past) returns have very little predictive power for ‘ex ante’ (expected) returns. 99% of the investing public fails to appreciate this point...
It is best to understand that as market participants, we have NO idea where the market is headed in the short term. There are indicators for subsequent market returns but unfortunately, these returns are realized over the period of years...
Atlas Capital Advisors constructs equity portfolios by collecting a vast amount of publicly available market data that is analyzed and optimized using our proprietary, multi-factor, quantitative model...
Introduction : In 1992-1993, Eugene Fama and Kenneth French published several academic papers that provided investing ideas expanding on the classic Capital Asset Pricing Model (CAPM)...