The Wealth Management Process
At Atlas Capital Management our process supports a disciplined approach to wealth management. With so much at stake, our model strives to prevent bad decisions driven by emotions that can be sparked by the inevitable ups and downs of economic cycles during our lifetimes. Our process creates a comprehensive action plan for you based on the facts of your financial situation, but focused on achieving the important life goals for you and your loved ones.
When clients choose Atlas Capital, that choice is for a wealth management experience that is about stewardship and an investment advisor that can truly be trusted to operate entirely on our clients’ behalf.
Step 1: Discovery
In the first step we want to learn what you hope to accomplish with your wealth. We want to understand your tolerance for risk, your stage in life, and your experience with different types of investments. We gather general information on your balance sheet of assets and debts to get a picture of your starting point on this journey. We will also explain what you can expect of us and make sure you understand the fee structure.
Step 2: Gather Information and Analyze
Here we will gather more detailed information on your assets and debts. Using some of the best financial planning software available, we will walk through and input your goals and risk tolerance levels. From there we will formulate your overall wealth management plan.
Step 3: Design
Once we fully understand your situation we can begin designing your portfolio, including potentially rebalancing any current investments. We will first construct a well-diversified investment portfolio for you. We contact your other key advisors as appropriate and determine the best mix of services to round out your holdings. The final plan is presented to you for input and approval.
Step 4: Implementation
Once the recommended plan receives your input and approval we begin the implementation phase of our process. We begin building your portfolio, placing funds in the various investments and transferring any assets to be moved.
Step 5: Management and Review
Once your portfolio is set up we will monitor your assets and make adjustments as needed to stay on course with your overall plan. As your steward we are focused on watching over and taking care of your assets so you can feel confident you are progressing steadily towards your goals and you can relax and enjoy life. Meetings and consultations are generally held semiannually, although quarterly meetings are available if the client deems it necessary. We are also always just a phone call or email away.
©2010 Atlas Capital Management
When clients choose Atlas Capital, that choice is for a wealth management experience that is about stewardship and an investment advisor that can truly be trusted to operate entirely on our clients’ behalf.
Step 1: Discovery
In the first step we want to learn what you hope to accomplish with your wealth. We want to understand your tolerance for risk, your stage in life, and your experience with different types of investments. We gather general information on your balance sheet of assets and debts to get a picture of your starting point on this journey. We will also explain what you can expect of us and make sure you understand the fee structure.
Step 2: Gather Information and Analyze
Here we will gather more detailed information on your assets and debts. Using some of the best financial planning software available, we will walk through and input your goals and risk tolerance levels. From there we will formulate your overall wealth management plan.
Step 3: Design
Once we fully understand your situation we can begin designing your portfolio, including potentially rebalancing any current investments. We will first construct a well-diversified investment portfolio for you. We contact your other key advisors as appropriate and determine the best mix of services to round out your holdings. The final plan is presented to you for input and approval.
Step 4: Implementation
Once the recommended plan receives your input and approval we begin the implementation phase of our process. We begin building your portfolio, placing funds in the various investments and transferring any assets to be moved.
Step 5: Management and Review
Once your portfolio is set up we will monitor your assets and make adjustments as needed to stay on course with your overall plan. As your steward we are focused on watching over and taking care of your assets so you can feel confident you are progressing steadily towards your goals and you can relax and enjoy life. Meetings and consultations are generally held semiannually, although quarterly meetings are available if the client deems it necessary. We are also always just a phone call or email away.
©2010 Atlas Capital Management