You should be relaxing, not worrying about how to manage your money
In today’s marketplace of financial advice, many people do not know who’s on what team or whose interest is being taken into account. Is it the investment firm's or the clients'? Atlas Capital is an independent, fee-based advisory firm that always puts the clients' interests first. 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. View the letter a broker will never sign.
Extensive Knowledge, Experience and Internationally Recognized Certification
There are not many investment advisors who can claim the CFA designation, while also having a broad array of experience in the financial markets, and a thorough understanding of economic history and theory. Atlas Capital can claim just that. Managing and investing money is not just about understanding how to buy and sell a stock, bond or fund. For truly comprehensive investment management and financial planning it takes a host of knowledge, experience and skills. 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 provides just that level of experience and knowledge.
We Will Simplify Your Financial Life
By taking over the burden of managing your investments, you will have time to do the things you love. We will not overload you with information, but will give you the information you need to still be in control of your finances.
Atlas Capital helps clients preserve, grow, and manage their wealth in order to gain peace of mind and to achieve their financial and life goals. Each client is treated uniquely based on his or her own individual goals and circumstances. We provide an individualized portfolio based on a strategy to reflect your life, which we revisit frequently and adjust to your objectives as they evolve.
Unwavering Integrity & Trust
It is our fiduciary duty to put our clients’ best interests first and provide independent, objective advice. We have no incentive to place clients in high-cost funds and, since we charge no commissions on any trades, we do not have any incentive for high turnover of client accounts.
Our fees are competitive with the typical investment advisor. Please see our Fees page.