Scientifically Driven Wealth Management Solutions

Atlas Fiduciary

As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.

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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.

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Investment Strategy

We will discuss your short and long-term financial goals and objectives. Understanding the role that your investments play in your cash flow and entire financial picture is essential to match your investment goals to your portfolio. Partnering with you, we evolve your strategy to transition with your changing goals and objectives.
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Manage and Rebalance

Investment management is not static – it is a proactive and dynamic process. We monitor and adjust investment allocations to maintain a well-diversified portfolio as your life goals and economic conditions evolve. We ensure you remain on track and continue to make strides to achieve your investment objectives.

Allocation

Upon analyzing your goals, risk tolerance and capacity, we will develop an optimum investment portfolio. Diversification is fundamental to our portfolio allocation and is achieved through complex mathematical modeling of equities, fixed income, alternative investments, real estate and commodities – to minimize risk and enhance returns.
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Investment Committee

Our investment team completes periodic strategy updates and ongoing evaluations to monitor the progress of your portfolio. Ongoing communication with specialist and management teams keeps us informed of changing economic conditions throughout the year.

Equities, Fixed Income

Our open-architecture platform and merit-based selection process allows us to pursue a wide range of investments best suited for each client and without conflicts of interest. We have access to all globally available investment choices including institutional investments unavailable to individual investors.
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Agreement and Execution

Your portfolio may be intended for long-term capital appreciation, the generation of income or both. Ensuring your portfolio meets your needs requires proactive investment selection and oversight. Our investment team follows a systematic assessment and evaluation process to achieve your goals.
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Your investments will be managed under a tiered-fee structure:

Fee Account Value
1.25% $0 - $500,000
1% $500,001 - $5,000,000
0.9% $5,000,001 - $6,000,000
0.8% $6,000,001 - $7,000,000
0.7% $7,000,000 and above

Investment Management Posts

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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!

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Rethinking65: Building a Portfolio for the Long Term

Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.

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Looking Into Your Crystal Ball, Is It Time To Sell Yet? (Video Included)

A prediction about an uncertain future is just an opinion and should not determine anyone’s investment decision. Many people learn this the hard way. Markets have always rewarded discipline – having an investment philosophy, a strategy to manage risk and sticking to it is the surest way to reap success when investing.

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