Concentrated holdings exposure increases aggregate wealth risk. Such exposures include company stock held by executives, employee stock options, legacy low cost single equity positions, or any asset class that is heavily overweight and can’t be efficiently sold. Atlas is proficient at helping clients manage this unique risk.
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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Atlas Risk Advisory Inc.
AtlasFX is the industry’s only all-in-one platform that helps you Access, Analyze, React to and Visualize your global currency risk.