Achieve Your Financial Goals With Peace of Mind
Atlas Capital is a private, locally owned and independent wealth management company in Boulder, Colorado that provides investment management and financial planning services.
As a Registered Investment Advisor firm it is our fiduciary duty to put our clients' interests first. Our interests and goals are aligned with yours: No commissions, no conflicts of interests. We are a fee-only advisor and can never work on commissions and can never be paid to steer you into any particular fund. We are a company that focuses on wealth preservation. Our general strategy is to seek diversification for our clients to minimize the risk to their wealth. We specialize in three areas: - Helping investors who are looking to move their money from savings and money market accounts generating low returns into higher yielding, yet relatively safe investments that will help their money grow over time. - Retirement planning, which includes investing in our model portfolio that contains companies that have strong balance sheets, high dividend yields, and a history of weathering downturns in the economy. - Helping those who have employee stock options, restricted stock, and employee stock purchase plan holdings figure out the best way and time to exercise. We also will help diversify these holdings so the investor is not overexposed to his or her company's stock. For those who want to increase their level of risk for more potential return, we look to diversify away from holding only U.S. stocks and find various countries with high growth potential, high savings rates, and low debt. We also look for low-cost, tax-friendly ETFs first to meet your investment goals. We will work with you as your financial advisor and partner to develop your financial plan and invest accordingly. |
Investment Management
Financial Planning
Stock Options Planning
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©2010 Atlas Capital Management
Wealth Management | Financial Planning |
Atlas Capital Management is a registered investment advisor firm with the Colorado State Division of Securities, under the Colorado Department of Regulatory Agencies.
Serving Boulder, Longmont, Lyons, Louisville, Lafayette, Niwot, Erie, Gunbarrel, Broomfield, Superior, Nederland, Westminster, Denver, and other locations as needed.
Serving Boulder, Longmont, Lyons, Louisville, Lafayette, Niwot, Erie, Gunbarrel, Broomfield, Superior, Nederland, Westminster, Denver, and other locations as needed.