Atlas Capital Advisors

Atlas Capital Advisors

Investment-Management

Jackson, Wyoming
Company Tagline

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

Industry Category
Investment-Management
Company Description

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.

Key Personnel / Employees
Mike Bodnyk Jono Tunney Joseph Smith Michael Powers

Compare Companies Side by Side

Compare Atlas Capital Advisors with 3 companies in Investment-Management

4 Companies
Comparison Field
Atlas Capital Advisors
Atlas Capital Advisors
Main Company
Madison Global Partners, LLC
Madison Global Partn...
View Profile
Acansa Investment Management Group
Acansa Investment Ma...
View Profile
Founded Year
2015 2015 2020
Company Size
11-50 2-10 2-10
City
Jackson, Wyoming Hauppauge, New York San Francisco, CA Tyson's Corner, Virginia
Country
United States
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
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
4
Total Companies
2015
Oldest Founded
1
Countries
59
Unique Skills

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Alternative Company Names

This company is also known as

Atlas Capital Advisors 阿特拉斯资本顾问 एटलस कैपिटल एडवाइजर्स Asesores de Capital Atlas مستشارو أطلس كابيتال Conseillers d'Atlas Capital Атлас Кэпитал Эдвайзерс Consultores da Atlas Capital