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.
Atlas Capital Advisors
We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients. Our specialty is the design and management of sophisticated, tax-sensitive portfolios for individuals and institutional investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities.
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Meridian Financial LLC
Meridian Financial provides clarity and simplicity to give our clients greater control.
Client Relationship Summary
This Summary describes our services and fees and the nature of our practice in general, we encourage you to review our Form ADV Part 2A Brochure and Part 2B Brochure Supplement for a complete and detailed description of our services, our investment philosophy and the backgrounds of our investment personnel