Evidence-based investing and personalized wealth services to support your success.
Atlas Capital Advisors is a leading investment management firm committed to providing evidence-based investing and personalized wealth services to support client success. With a focus on maximizing wealth enhancement opportunities while minimizing risk, Atlas Capital Advisors employs an investment process that yields transparent, tax-efficient, diversified portfolios. This approach optimizes the risk and reward trade-off while minimizing transaction costs.
Located at 970 W Broadway Ave, ste E #252, Jackson, Wyoming 83001, US, and with an additional office at 38 Keyes Ave, Suite 200, San Francisco, Ca 94129, US, Atlas Capital Advisors operates on four core principles: transparency, liquidity, integrity, and performance. The firm believes in clarity and ease of understanding, offering clients online access to their holdings. Atlas Capital Advisors ensures clients have access to funds when needed, avoiding lock-ups and illiquid investments. Acting as fiduciaries, Atlas Capital Advisors aligns its motivations with clients and does not accept soft-dollar or brokerage compensation.
Atlas Capital Advisors has maintained a solid performance record, and specific information about GIPS® compliant performance reports is available upon request. Atlas Capital Advisors is dedicated to delivering exceptional investment outcomes and superior client service. We invite the manager of Atlas Capital Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Compare Atlas Capital Advisors with 3 companies in Investment-Management
| Comparison Field |
Atlas Capital AdvisorsMain Company |
Madison Global Partn...View Profile |
FingageView Profile |
Acansa Investment Ma...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2015 | 2015 | 2020 |
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Company Size
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— | 11-50 | 2-10 | 2-10 |
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City
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Jackson, Wyoming | Hauppauge, New York | San Francisco, CA | Tyson's Corner, Virginia |
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Country
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United States | |||
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Skills & Keywords
Comparing with main company
|
16 Total Skills
Investment Management
Wealth Management
Financial Services
Portfolio Management
Asset Allocation
Tax-Efficient Investing
Risk Management
OCIO
Factor Investing
Foundation
Enhanced Indexation
Separately Managed Accounts
Tax Loss Harvesting
Outsourced Chief Investment Officer
Endowment
Systematic
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23 Total
2 Common
21 Unique
Match
13%
Common Skills:
Portfolio Management
Wealth Management
Unique Skills:
Alternative Investments
Bonds
Capital Markets
Corporate Advisory
Corporate Finance
Equity Research
+15
|
10 Total
10 Unique
Unique Skills:
401(k)
403(b)
Automated Trading
Custom Direct Indexing
Digital Asset Management
IRA
+4
|
13 Total
1 Common
12 Unique
Match
6%
Common Skills:
Investment Management
Unique Skills:
Diverse Investment Management
Endowment CIO
Endowment Management
Environmental
ESG
Foundation CIO
+6
|
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