We fundamentally believe in the Registered Investment Advisor (RIA) model as it aligns the interest of the advisors with the clients. Unlike broker/dealers, we never charge a commission for trades, which means we have no incentive to generate high turnover in your accounts nor do we have incentive to place you in high cost funds. We do not receive brokerage fees or incentive fees to promote one investment over another. In fact, given our fee structure with no commissions, the incentive is to work with you to build a long-term, low turnover portfolio comprised of companies with solid balance sheets, low expense funds or ETFs, with the possibility of more complex securities to hedge against volatility. Also, as an RIA firm it is legally our fiduciary duty to do what is in the best interest of the client. Broker/dealers and other non-RIA firms do not have this fiduciary duty and are not necessarily legally bound to put your best interests first. In fact, many broker/dealers are paid by fund companies to steer your money to higher-cost funds, giving them a massive conflict of interest.

Because of our institutional and capital markets background we have the experience, insight and investing edge to be opportunistic at times, while avoiding potential trouble spots in the markets. We are well versed in not only all aspects of the financial marketplace, but also have a wealth of knowledge when it comes to economic theory and history. We can share with you our ideas and knowledge of what is taking place in the world's economies at this rather unsettling and volatile time. Our goal is to partner with you to come up with a portfolio that matches your goals and risk tolerance. We can design a portfolio as complex or as simple as you want to get. If you want to hedge with options or delve into futures contracts we will do that. If you only want safe, simple fixed income securities that pay out cash flows at designated time periods, we can do that as well.

Our general strategy is to seek diversification for our clients to minmize the risk to their wealth while also searching for companies that have strong balance sheets and high dividend yields as these types of companies weather downturns much better than their counterparts. We also look for low-cost, tax-friendly ETFs to meet your investment goals.

As a wealth manager we also offer education, counsel and access to insurance and estate planning needs to our client base, components of prudent long-term planning.

The owner, as a rule, invests in the same themes as those of our clients. Because we use TradePMR as our wealth management platform, our clients enjoy the transparency and user-friendly aspect of the TradePMR website for account access including holdings, market prices, history, cost basis and tax information.




303-744-0513 | info@AtlasCapitalMgt.com                                                                                                           ©2010 Atlas Capital Management