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Atlas Capital Advisors

Atlas Capital Advisors

投资管理

Jackson,Wyoming 909 位关注者

Evidence-based investing and personalized wealth services to support your success.

关于我们

At Atlas Capital Advisors, we believe that there are too many intermediaries in the financial services industry adding to fees but not adding value to clients. Our goal is to maximize wealth enhancement opportunities for our clients while minimizing risk. We employ an investment process that yields transparent, tax-efficient, diversified portfolios that optimize the risk and reward trade off while minimizing transaction cost. Our business was founded on four core principles: ? Transparency – We believe investors want clarity and ease of understanding from an investment vehicle; they don’t want an opaque black box. Our investment process is totally transparent and clients can view their holding online. We focus on several core fundamental investing themes and are convinced that thorough academic research would lead you to have an investing approach similar to ours. ? Liquidity – Clients have access to funds whenever they are needed: no “lock ups” on client holdings and no illiquid investments. ? Integrity – Our motivations are aligned with our clients. We always act as fiduciaries and do not accept soft-dollar or brokerage compensation. ? Performance – At the end of the day, investment results are the biggest measure of success. We have maintained a solid performance record since our inception in 2003. Please contact us for more specific information about our GIPS? compliant performance reports.

网站
https://www.atlasca.com
所属行业
投资管理
规模
11-50 人
总部
Jackson,Wyoming
类型
私人持股
创立
2003
领域
Separately Managed Accounts、Asset Allocation、Enhanced Indexation、Tax Loss Harvesting、Endowment、Foundation、Systematic、Factor Investing、OCIO和Outsourced Chief Investment Officer

地点

  • 主要

    970 W Broadway Ave

    ste E #252

    US,Wyoming,Jackson,83001

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  • 38 Keyes Ave

    Suite 200

    US,Ca,San Francisco,94129

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