Atlas has several core investing concepts. Asset Allocation is the most influential decision that determines portfolio performance. Several factor tilts tend to contribute to portfolios having better performance than broad market indices. We’ve created a proprietary multi-factor model that incorporates what’s worked in long term investing.
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.
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