About Atlas Fiduciary
Our Purpose
Our Vision
Our Mission
Our Goals
OUR VALUES
Responsibility To Our Clients
Responsibility To Our Team
Responsibility To The Profession
Meet The Atlas Fiduciary Financial Team
We provide comprehensive financial planning and investment management services in partnership with you, to help you achieve your best life possible life, identifying and achieving your goals over the long term.
We have offices in Sarasota, Florida and Oakland, NJ and serve clients throughout the United States.
Our Qualifications - Education Matters
For that reason we require each member of our team hold a Bachelor degree in Finance, or related degree and a CFP® designation.
And we go beyond. Our senior advisors, pride ourselves in our advanced, synergistic and complimentary educational backgrounds, enabling us to recommend smarter financial solutions so you can live your best life.
Doctor of Philosophy (Ph.D.) in Financial Planning
Master of Business Administration (MBA) in Accounting and Finance
Masters and Bachelor in finance, accounting, and economics
Our Fees
As a Fee-Only and Fiduciary Firm we are compensated only by you – you are the boss and our interests are aligned with yours.
As an Independent Boutique Firm we have flexibility to design the compensation structure most suited to your needs.
Financial Planning
Ongoing Asset Management with Financial Plan Updates
We can manage your investments (they are held at our custodian) under a tiered fee schedule. View Fee Schedule >
Ongoing asset management includes updates to your financial roadmap on an as needed basis. We recommend that we revise your projections and roadmap when things change you (maybe you want to retire sooner) or perhaps because tax laws changed.
What are you paying now?
Giving Back
Optimizing Your Wealth on a Continuous Basis
Ongoing asset management includes updates to your financial roadmap on an as-needed basis. We recommend revisions to your projections and roadmaps when life, tax laws, etc. change or take place. Together, we’ll rebalance as needed so your portfolio does not become riskier and you receive the extra return by adhering to a strict buy/sell strategy.
Women’s Money Empowerment
Four Strategies for Using Liquid Alts in Market Downturns
nvestors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy. Today the average 60/40 portfolio is down 18.63% compared with an 18.6% decline in the S&P 500, so this belief was wrong. The combination of rising interest rates and the threat of a recession has hammered both stock and bonds.
Alternative Investments and Diversification In a Dynamic Investment Environment
Investors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy.
Q3:The Status of the Bond Market
This year, interest rates have increased dramatically, leading to significant declines in bond prices. You may be most aware of this if you own a bond mutual fund or ETF.
Community Foundation of Sarasota County Welcomes Laura Mattia, Ph.D. as New Board Member
The Community Foundation of Sarasota County has appointed a new member to its 2022-2023 Board of Directors, which governs the organization, its charitable investments, and strategic decision-making.
Joining the board for a three-year term is Dr. Laura Mattia, who is currently a member of the Foundation’s Investment Committee. With credentials both in academia and business, Dr. Mattia brings a wealth of expertise to the board.
Tax Loss harvesting – Pros and Cons
Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!
Million Dollar Roundtable: How You Can Financially Empower Widows
The death of a spouse has been proven to be the most stressful life event one can experience. Widowhood is such an intense, transitional experience that widows need strong support. Laura Mattia, Ph.D., CFP joins the Million Dollar Roundtable monthly podcast to explain how a trusted advisor can be the most important support during this difficult time.