Wealth Management
Atlas brings the functions of a Financial Advisor, Financial Planner, Investment Manager, CPA and CFO in-house under one roof.
Our Investment Philosophy
While each of our investment strategies vary in terms of objective and risk/return profile, our approach always begins with a deep understanding of our clients' unique financial goals.Our investment process is rooted in rigorous research and pairs top-down macroeconomic insights with bottoms-up, fundamental analysis to deliver three primary objectives for our clients: capital preservation, growth of capital and income generation.
Alternative Assets
Private Credit, Real Estate, Private Equity, Venture Capital and Hedge Funds. Direct and Co-Investment opportunities.
Thematic Equities
Actively managed, long-term equity strategies focused on secular themes.
Diversified Fixed Income
Targeted exposure across sectors including U.S. government, municipals, corporates and emerging markets.
Real Estate
Multi-Family, Data Center, Opportunity Zones and Infrastructure.
Sports and Entertainment
Franchise Ownership, Emerging Sports and Media.
Atlas Research
Illuminating opportunities through rigorous analysis.
