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
-Other current relationships such as lawyers and accountants
Our Proprietary High Dividend Portfolio
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.
Our Investment Process
We help you set up your online brokerage account with either Vanguard, Fidelity, Schwab, or anybody else you would want to use. We walk you through the steps to set up an IRA or Roth IRA if you need help with either. We will not charge you anything on annual basis for this. We work strictly by the hour, so whenever you need help you can set up an appointment for consultation. This saves you thousands of dollars in financial advisor fees, as most advisors charge you a fixed percent of your assets per year.
720-282-5668 | info@AtlasCapitalMgt.com