Atlas Capital Advisors

Are alternative investments helping endowment returns? Over the past 20 years, college and university endowments have significantly increased their allocation to alternatives, yet the results suggest that all the complexity and costs have not led to better investment outcomes. In this?episode #6 of our Alternative Investments Reality Check?series, our CIO Ken Frier examines the data from the NACUBO survey and reveals why most investors would have been better off with a simple, low-cost stock and bond portfolio. Watch now: https://lnkd.in/gCQDRESQ ? At Atlas Capital Advisors, we focus on keeping costs low and making smart asset allocation decisions. Watch this video and?our entire Reality Check playlist?to learn why alternative investing might not be worth the trouble. ???To get the latest investment advice from our team, subscribe to our channel.? ? #Investing #AlternativeInvestments #Finance #WealthManagement #Endowments

Is private real estate investing worth the trouble? Our CIO Ken Frier covers this question in video #4 in our Alternative Investment Reality Check series. While commercial property has been a solid investment, the data shows that publicly traded Real Estate Investment Trusts (REITs) consistently outperform private real estate partnerships—without the high fees, illiquidity, and hidden risks. In this video, we break down why private real estate often underperforms and why REITs offer a simpler, more effective way to invest in property. Watch now to learn why taking the "easy way" with REITs might be the smarter move. Be sure to subscribe to our YouTube channel, so you always get Ken's latest investment advice as soon as it's posted. To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected] #InvestmentStrategy #WealthManagement #Investing #RealEstate #Investments https://lnkd.in/gkykTDfS

Inflation risks are back on the radar. In this video, Atlas Capital Advisors' CIO Ken Frier explains why rising inflation could be the biggest risk to the U.S. stock market today. Learn what bond market signals and historical data reveal about inflation’s potential impact on stocks and what it could mean for investors moving forward. https://lnkd.in/g89GHYKb Be sure to subscribe to this channel, so you always get Ken's latest Market Commentary as soon as it's posted. To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected]. #StockMarket #Inflation #EconomicTrends #MarketInsights

Private equity is often marketed as an exclusive, high-return investment—but is it really delivering? As institutional investors pull back, the alternatives industry is targeting individuals. Before you commit your capital, it’s crucial to understand the risks. In his most recent "Alternative Investment Reality Check" video, our CIO Ken Frier breaks down key concerns for private equity investors, including: ?? How reported returns can be misleading ?? Why private equity hasn’t outperformed similar public equity portfolios in the past decade ?? The impact of high fees, especially in fund-of-funds structures ?? Growing liquidity strains and the shrinking exit window for private equity-backed companies ?? Why success in private equity requires access and expertise that most individuals and advisors don’t have If you’re considering private equity for your portfolio, watch this first: https://lnkd.in/g6nZZqNM Be sure to subscribe to our YouTube channel, so you always get Ken's latest Market Commentary as soon as it's posted. You can also get the written versions of these videos at our website: https://lnkd.in/gNJwYW2n To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected] #InvestmentStrategy #WealthManagement #FinancialPlanning #MarketInsights #EconomicTrends #PrivateEquity

Is the S&P 500 still the best way to invest in U.S. stocks? The dominance of the top ten stocks is historically unusual, and likely unsustainable—as underscored by U.S. tech stocks’ historic $1 trillion selloff on January 27. ? In this video, Atlas Capital Advisors’ CIO Ken Frier explains why the equal-weighted S&P 500 will likely be a better investment over the next 5–10 years than the capitalization-weighted S&P 500, and how this shift would have further advantages for managers utilizing a diversified, research-backed stock selection approach such as Atlas Capital. https://lnkd.in/g4A3aMR4 Be sure to subscribe to this channel, so you always get Ken's latest Market Commentary as soon as it's posted. You can also get the written versions of these videos at our website: https://lnkd.in/gNJwYW2n To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected] #InvestmentStrategy #WealthManagement #FinancialPlanning #MarketInsights #EconomicTrends

Thinking of investing in venture capital? Watch our second video in our Alternative Investment Reality Check series, hosted by our Chief Financial Officer, Ken Frier. https://lnkd.in/gK2zRwNr Ken takes a deep dive into venture capital—and why investors face significant hurdles accessing top funds and achieving success in this complex ecosystem. You can also get the blog post companion to this video at our website: https://lnkd.in/gA7q9dEv Be sure to subscribe to this channel, so you always get the latest investment tips as soon as they're posted. Future videos in this series will be release once a week, and will cover: - Private equity - Real estate To learn more about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected]. #VentureCapital, #InvestmentTips, #WealthManagement, #AlternativeInvestments, #FinancialPlanning

Watch our first video in our Alternative Investment Reality Check series, hosted by our Chief Financial Officer, Ken Frier. In this video, Ken takes a deep dive into hedge funds—and why it may be better to not invest in hedge funds at all. You can also read the blog post companion to this video at our website: https://lnkd.in/gguN39vA Be sure to subscribe to our YouTube channel, so you always get the latest investment tips as soon as they're posted. Future videos in this series will be released once a week, and will cover: - Venture capital - Private equity - Real estate To learn more about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected]. https://lnkd.in/ggPyF7UV #AlternativeInvestments #HedgeFunds #InvestmentTips #WealthManagement #SmartInvesting

As the year draws to a close, we want to express our heartfelt gratitude to our clients and colleagues for their trust and partnership. It’s been a privilege to support your financial journeys and share in your successes. We wish you and your loved ones a?happy holiday season?filled with joy, and a New Year brimming with health, happiness, and prosperity. Here’s to achieving even greater milestones together in 2025! #happyholidays #merrychristmas #happynewyear

A lot of clients have been asking us if they should reduce their exposure to the U.S. stock market because valuations are so stretched. Optimism in the loan market has been a key factor supporting stock market sentiment. In this our December Market Recap, our CFO Ken Frier discusses how changes in the loan market can be an early indicator of what’s next in the stock market, and how to monitor that yourself. To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us at [email protected]

Are you a private investor who's been pitched covered calls by your advisor? In this video, our CIO Ken Frier and CEO Jono Tunney discuss why this might be a bad call for your portfolio. For more investment advice and tips, be sure to subscribe to this channel. To learn more about how we can guide your investment decisions, visit www.atlasca.com, or email us at [email protected] #InvestmentStrategy #WealthManagement #RiskManagement #HighNetWorth #PortfolioOptimization https://lnkd.in/gzbvRsmG