The Company
Atlas Capital is a private, independent and locally owned wealth management company. We are a Registered Investment Advisor with the state of Colorado. The Registered Investment Advisor designation was the perfect fit for our goal of giving clients the confidence that our interests are aligned with theirs and that we have no incentive to place them in high expense funds or to create high turnover in their accounts. We cater to those looking to take no more risk than they need to in order to achieve their financial goals. We also seek to diversify our clients' wealth and invest in companies and countries with solid fundamentals and low debt.
The company was started by Doug Carey, CFA with the idea of taking his wide array of knowledge and experience in the financial markets, as well as economics, and applying it more locally. We feel that in today's era it is no longer good enough for an investment advisor to simply understand how to execute trades and search for funds that meet your critieria. After the housing market and stock market collapse in 2008 it has become apparent that a broad range of knowledge and experience in both economics and finance is necessary for an advisor to truly help clients understand the risks and potential rewards involved with their investments. Atlas Capital has just that experience and knowledge.
The company was started by Doug Carey, CFA with the idea of taking his wide array of knowledge and experience in the financial markets, as well as economics, and applying it more locally. We feel that in today's era it is no longer good enough for an investment advisor to simply understand how to execute trades and search for funds that meet your critieria. After the housing market and stock market collapse in 2008 it has become apparent that a broad range of knowledge and experience in both economics and finance is necessary for an advisor to truly help clients understand the risks and potential rewards involved with their investments. Atlas Capital has just that experience and knowledge.
The Owner
Doug Carey, the owner and founder of Atlas Capital, has over 16 years of experience in the financial markets. He is a Chartered Financial Analyst with a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University where he graduated summa cum laude. Mr. Carey first got his start managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years. Most recently Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers and investment professionals analyze and manage portfolios and securities. With his broad array of experience Mr. Carey has dealt with and thoroughly understands everything from the most complex derivatives to the simplest equities and treasury bonds.
Mr. Carey has spoken at numerous conferences on topics of fixed income securities and how the economic downturn might affect different security types and sectors of the financial markets. He has appeared on radio programs discussing political issues, has been published multiple times in journals and has written for websites discussing economic and finance issues. He is currently a contributor to one of the top financial news sites in the world, Seeking Alpha, where he has had over 30,000 viewers. In addition, Mr. Carey is very active in the community and has donated time and money locally and at the state level. In his free time he enjoys gardening, cooking, reading, camping and hiking with his wife, young son, and two dogs.
The CFA Designation
The Chartered Financial Analyst (CFA) designation is considered by most in the finance world to be the most rigorous of all certifications in the industry. No financial certification requires more studying time or covers more material. In fact, The Economist magazine has labled the CFA "the gold standard" among investment analyst designations. Few investment advisors have gone through the rigorous three year process of attaining the CFA charter. Over half of all CFA candidates fail the tests or drop out altogether due to the immense amount of material that is required of them to learn. The curriculum includes these topic areas:
-Portfolio Management and Analysis (asset allocation, portfolio risk, performance measurement, etc.)
-Analysis of Investments (stocks, bonds, options, futures, derivatives, real estate, etc.)
-Ethical and Professional Standards
-Financial Reporting and Analysis
-Corporate Finance
-Economics
-Quantitative Methods
-Statistics
303-744-0513| info@AtlasCapitalMgt.com ©2010 Atlas Capital Management
Mr. Carey has spoken at numerous conferences on topics of fixed income securities and how the economic downturn might affect different security types and sectors of the financial markets. He has appeared on radio programs discussing political issues, has been published multiple times in journals and has written for websites discussing economic and finance issues. He is currently a contributor to one of the top financial news sites in the world, Seeking Alpha, where he has had over 30,000 viewers. In addition, Mr. Carey is very active in the community and has donated time and money locally and at the state level. In his free time he enjoys gardening, cooking, reading, camping and hiking with his wife, young son, and two dogs.
The CFA Designation
The Chartered Financial Analyst (CFA) designation is considered by most in the finance world to be the most rigorous of all certifications in the industry. No financial certification requires more studying time or covers more material. In fact, The Economist magazine has labled the CFA "the gold standard" among investment analyst designations. Few investment advisors have gone through the rigorous three year process of attaining the CFA charter. Over half of all CFA candidates fail the tests or drop out altogether due to the immense amount of material that is required of them to learn. The curriculum includes these topic areas:
-Portfolio Management and Analysis (asset allocation, portfolio risk, performance measurement, etc.)
-Analysis of Investments (stocks, bonds, options, futures, derivatives, real estate, etc.)
-Ethical and Professional Standards
-Financial Reporting and Analysis
-Corporate Finance
-Economics
-Quantitative Methods
-Statistics
303-744-0513| info@AtlasCapitalMgt.com ©2010 Atlas Capital Management