SPIVA Scorecard

Twice per year, Standard and Poor’s compares the performance of actively-managed mutual funds to their relevant benchmark indices. The latest S&P Indices Versus Active SPIVA® Scorecard shows that once again, actively-managed mutual funds under perform in almost every asset class, style and fund category.

Risk Management

Risk to achieving your financial objectives can take many forms and may not be limited to Atlas managed portfolios. Our partners have extensive experience managing risk for individuals and institutions. We offer tax efficient solutions to reduce benchmark, asset/liability, market, interest rate and currency risks. Please contact us!

Investment Management

We provide equity, fixed income, balanced, futures and currency management through customized separate accounts. We can be turn key service providers through our various investment strategies or comprehensive capital managers using our proprietary asset allocation models.

Asset Allocation

The Atlas asset allocation approach is based on techniques developed by some of the country’s largest and most sophisticated institutional investors.  Atlas uses this experience, academic research and continuing proprietary research to create a dynamic, market aware, diversified asset allocation approach.