Investment Management

Understanding Our Clients
At Atlas Capital Management the first and most important step is to understand our clients' immediate and long-term goals as well as their risk tolerance. We use this information to create your Personalized Investment Policy and we follow this plan throughout your relationship with us.

Some of the factors we consider are:
   -Lifestyle before or after retirement
   -Family considerations now and for future generations
   -Risk tolerance
   -Time horizon
   -Investment experience
   -Other current relationships such as lawyers and accountants
   -Charitable goals

Clients have access to Atlas Capital's proprietary equity portfolio of companies with strong balance sheets, high dividend yields, and a history of increasing dividends even through recessions. Holdings are weighted by a method devised by Atlas Capital that takes into account the strength of the company's balance sheet, the dividend yield, and the history of dividend payments through time. We monitor this portfolio constantly and throw out any companies that take on too much debt or are in danger of cutting their dividend payments.

We believe our clients should understand what they have in their portfolio and why. Therefore, we spend time explaining the financial markets and the investment options we consider – all in keeping with their personalized investment policy. The investment choices we provide are many, including stocks, bonds, ETFs, commodities, mutual funds as well as options and futures contracts.

One of our main goals is to help clients who are afraid to move their money from savings accounts and money markets that are generating a 0% return and into investments that will help their money grow over time. Our strategic approach to the investment process is designed to manage risk through diversification by looking at a variety of strong companies with stable cash flows, emerging economies with low debt and high savings rates, and various other investments that will help our clients achieve peace of mind with their portfolio. We look for low-cost, tax-friendly ETFs to meet your investment needs and specialize in finding companies with low debt, stable cash flows, and high dividend yields.

In addition to having access to Atlas Capital's portfolio, we customize an overall portfolio that reflects all we know about the client and their goals. It follows the personalized asset allocation model we create for each client, incorporating available asset classes suitable to each client's investment objectives and tolerance for risk.

We use TradePMR as our platform for managing investments and trading. Your money will be held with third-party custodian Sterne Agee, a company that has been in business over 100 years.

Contact Us For a Complimentary Review of Your Portfolio.