Why Atlas Capital Management?

It can be difficult for investors to keep up with the barrage of information available about investing. Investment managers free individuals from the work of managing their investments and allow them to focus on enjoying retirement or their occupation. Many institutions realize that investment managers are the most effective way to keep current with the ever changing world of investing. In fact, many institutional investors such as the pensions of Coca Cola, AT&T, the endowments of Harvard and Yale Universities rely on investment managers. Atlas Capital Management (ACM) is an independent, fee-only, Registered Investment Advisor RIA.

• Finanical Planning
  ACM helps you navigate the financial planning arena including: retirement planning, college planning, estate planning, investment planning, and investment management.

• Business Services
  Atlas specializes in designing and implementing Qualified Retirement Plans such as 401(k)s for small to medium size companies.

• World-Class Partnerships
  Atlas has forged world-class partnerships with Dimensional Fund Advisors and Charles Schwab for your benefit. Atlas' partnership with Dimensional Fund Advisors provides you access to exclusive investments run by Nobel-prize winning financial experts. Our status as an institutional investment advisor with Charles Schwab allows you access to the low costs historically reserved only for investors with assets greater than $10 million. In short, these partnerships help you invest efficiently and purposefully at a low cost.

• Individualized Services
  ACM recommends and implements a strategy supported by unbiased academic research. We use this research to construct a customized portfolio based upon each individuals risk tolerance.

• Expert References
  Too often people are relegated to financial planners that attempt to provide all of their clients financial services in one place. Unfortunately, these planners end up as "jack-of-all-trades" and master of none. ACM specializes in investment planning for individuals and business. If your needs fall outside of our expertise we will recommend experts from our network to help you with your specific needs.

We at Atlas Capital Management want to be your long-term partner. If you succeed, we succeed. We want to earn your trust through a sound, objective investment strategy that is supported by the most unbiased academic research.

We will only develop, recommend and implement a strategy that is objective, straightforward and honest. We want to create a partnership between you and ACM; one with which you can have confidence.