Core Concepts

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.

Atlas creates conservative investment portfolios using fixed income securities. Such an allocation to individual bond securities can be part of a stand alone strategy or a client balanced account. We believe investors seeking a higher level of risk should get such exposure through equity securities, not bonds…

Bond investors should always be concerned about future inflation and how its effects can rob purchasing power from fixed income cash flows. A useful way to monitor market expectations for future inflation is analyzing “breakeven rates” along the yield curve…

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