Atlas Capital Advisors
Evidence-Based. Systematic. Transparent. Liquid.
Evidence-Based. Systematic. Transparent. Liquid.
About Us
Atlas Capital Advisors is an independent, fee-only investment advisor dedicated to providing unbiased advice to our clients.
Our specialty is designing and managing sophisticated, tax-sensitive portfolios based on a quantitative and academically-rigorous investment process.
We serve affluent individuals, families, trusts, foundations, and privately held businesses. As a fiduciary, we always act in your best interest.
Atlas Capital investment solutions are:
Systematic
We ground investment decisions in quantitative assessments in a disciplined, unemotional, and systematic way.
Adaptive
We adjust client investments when we see meaningful changes in investment opportunities and risks.
Customized
We create portfolios which adjust for concentrated client positions, and which reflect client social values.
Transparent
We show you how, why and what investments we make to generate returns, and all related implementation costs.
Risk-aware
We design investment portfolios to suit the risk preferences of clients and optimize expected return within that risk constraint.
Tax-aware
We consider the tax consequences of each transaction and optimize the after-tax return for taxable clients.
Low Cost
For large client portfolios, we purchase securities directly, and incur no additional fees. For smaller client portfolios, we utilize low-cost ETFs.
Services
Atlas helps individual and institutional clients meet their financial goals through thoughtful planning and investing strategies.
Core Concepts
Our core concepts form the foundation of our systematic approach to client portfolios.
Investment Strategies
01
ATLAS RISK
Atlas Risk is the flagship global equity strategy utilized since the inception of the firm. The objective of Atlas Risk is to outperform the global equity index through favorable selection of countries, sectors and individual stocks using a systematic quantitative multi-factor model.
02
ATLAS ESG
With Atlas ESG, clients are able to adjust investment choices to align with their values. Atlas ESG combines the multi-factor investment approach of Atlas Risk with client-defined Environmental, Social and/or Governance criteria.
03
ATLAS BALANCED FUND
The aim of the Atlas Global Balanced Strategy is to outperform strategies which are balanced approximately 60% in global equities and 40% in fixed income. The 60/40 allocation is prevalent among institutional and individual investors. Sixty percent of the allocation of the strategy will be the Atlas Global Defensive Equity Strategy. The remaining forty percent of the strategy will be yield-oriented asset classes which have lower investment risk than equities.
04
ATLAS DEFENSIVE GLOBAL EQUITY
The Atlas Global Defensive Equity Strategy aims to outperform the global equity index through favorable selection of countries and sectors and loss avoidance during severe bear markets. Atlas uses a proprietary framework to evaluate expected returns, market sentiment, and risk for the single country and U.S. sector indices which together comprise the global equity market. This is combined with an assessment of whether the risk of severe loss is elevated.
05
ATLAS NON-PROFIT
The Atlas Non-Profit strategy is designed to generate returns for tax-exempt investors which are competitive to those of the large endowments and foundations. The strategy puts the emphasis where it belongs – on asset allocation. In addition the Atlas implementation is liquid, transparent, and low cost.
Current Market Assessment
Atlas continuously evaluates equity regions, countries, and sectors to understand the relative attractiveness of the components of the global equity market. In addition, we monitor macroeconomic metrics for signs of broad market risk.
