Investment Strategies

The strategies of Atlas are strictly objective and based on technical analysis of the market’s movements and trends. Our goal is to outperform benchmark indices over a full market cycle with less volatility. There may be times when our strategies lag their benchmark indices. It is important to understand that Atlas’ strategies best demonstrate their value over a full market cycle rather than as of a specific calendar date. Past performance is no guarantee of future results. However, any time you reduce the impact of market downturns, you have additional leverage when the market turns back up. The goal of every Atlas Capital’s risk-managed strategy is to give individuals the confidence and comfort they need to stay invested for the long term and to benefit from power of compounding as gains accumulate gains. And that is key to achieving financial security.

Atlas Capital offers several Investment strategies to clients. Primarily we use actively managed portfolios encompassing mutual funds, exchange traded funds or money market funds. Atlas may utilize long and short mutual funds and/or Exchange Traded Funds that are designed to perform an:

  1. Inverse relationship to certain market indices (at a rate of 1 or more time the inverse [opposite] result of the corresponding index) as an investment strategy and /or for the purpose of hedging against downside market risk; and
  2. Enhanced relationship to certain market indices (at a rate of 1 or more times the actual result of the corresponding index) as an investment strategy and/or for the purpose of increasing gains in an advancing market.

There can be no assurance that any such strategy will prove profitable or successful. In light of these enhanced risks/rewards, a client may direct Atlas, in writing not to employ any or all such strategies for his/her/their/its accounts.

Atlas strategies fall into five broad categories – Tactical, Rotational, Fixed Income, Traditional, and Non-Traditional. Within each of these broad categories are separate programs that utilize different indicators and asset classes. Typically, a client portfolio contains a mix of our strategies (relative to a client’s investment knowledge, objective, risk tolerance, time horizon, net worth and experience). Please take a moment to review all our proprietary strategies listed below and then continue to What We Do/Achieve Strategic Diversification for more information and custom portfolio examples. Results include reinvestment of all dividends and income received.  Returns are net of maximum annual management fees of 2.00% annually and Trust Company of America custodial fees (.27% annually).

Descriptions of our strategies are included below.

Fixed Income Strategies  - designed to produce current income while protecting the value of the portfolio and seeking opportunities for appreciation. For detailed information please click on each strategy listed below.

  • Fixed Income
    - The Atlas Fixed Income strategy shifts assets among mutual funds and ETF's that concentrate their investments in Money Market, Short-term or Long-term Treasury Bonds, International Bonds, Corporate Bonds, or High Yield Bonds.
    Click here to view full Fixed Income summary sheet
  • Government Long/Short
    The Atlas Capital Long/Short Government Bond strategy is a quantitatively based strategy that utilizes multiple uncorrelated tactical strategies and attempts to position assets to benefit from a rising or declining yield curve. The Strategy shifts clients' assets between mutual funds or ETF's that have an objective of benefiting regardless of interest rates. This strategy may hold cash or a money market fund.
    Click here to view full Government Long/Short summary sheet

Tactical Strategies  - active tactical strategies can react quickly to changing market conditions. Tactical management can adjust asset allocations frequently, positioning investors to take advantage of the unfolding potential seen in the marketplace. For detailed information please click on each strategy listed below.

  • Classic
    The Classic strategy exchanges assets between selected equity accounts (mutual funds or ETF's) and a money market fund. Depending upon market conditions the Classic Strategy could be 100% invested in one investment style, diversified among styles, or 100% cash. 
    Click here to view full Classic summary sheet

  • Classic Long/Short
    The Classic Long/Short exchanges between Large-Cap, Small-Cap, or NASDAQ-100 when our indicators are positive and Inverse Large-Cap, Inverse Small-Cap, or Inverse NASDAQ-100 when negative. 
    Click here to view full Classic Long/Short summary sheet
  • Quest
    The Quest strategy exchanges assets between selected equity accounts (mutual funds or ETF's) and a money market fund. Depending upon market conditions the Quest Strategy could be 100% invested in one investment style, diversified among styles, or 100% cash. 
    Click here to view full Quest summary sheet

  • Aviator
    The Aviator strategy is a Long/Short /Cash strategy that exchanges assets between selected equity investments that are designed to provide 2X the movement of the NASDAQ-100, inverse 2X of the NASDAQ-100, or 100% cash. Depending upon market conditions the Aviator strategy could be 100% invested in a fund designed to provide 2X the return of the NASDAQ-100, 100% in a fund designed to provide the inverse 2X the return of the NASDAQ-100, or 100% in a money market fund. 
    Click here to view full Aviator summary sheet

  • Crescendo
    The Crescendo strategy is a Long/Short/Cash strategy that exchanges assets between selected equity investments that are designed to provide 2X the movement of the NASDAQ-100 and/or the Russell 2000, inverse 2X of the NASDAQ-100 and/or the Russell 2000 or 100% cash. The strategy is designed to move freely in and out of positions in “incremental steps”. The strategy could be invested 100% in a fund designed to provide 2X the return, including inverse of the NASDAQ-100 or Russell 2000, a combination of the two, 100% in cash or invested in various percentages in various investments. 
    Click here to view full Crescendo summary sheet

  • High Yield
    The Atlas Capital High Yield strategy shifts client assets among High Yield investments and money market accounts. The distribution is adjusted on a continuing basis in response to market and economic conditions, based on the proprietary indicators Atlas has developed. Assets are either 100% invested in High Yield funds or ETF's or 100% invested in the money market account. 
    Click here to view full High Yield summary sheet
  • High Yield Long/Short
    The Atlas Capital High Yield Long/Short Strategy shifts clients assets among High Yield mutual funds or exchange traded funds (EFT's) when the model is positive and mutual funds or exchange traded funds that seek to provide investment results that correspond generally to the inverse of the total return high yield market consistent with maintaining reasonable liquidity with the model is negative. Assets are either 100% invested in High Yield funds or ETF's or 100% invested in Inverse High Yield funds or ETF's. 
    Click here to view full High Yield Long/Short summary sheet

Tactical Tax Efficient Strategies -   active tactical tax-efficient strategies are designed for investors seeking a risk-managed, tax-sensitive portfolio approach.  The two primary goals are to (1) participate in stock market gains during positive cycles that would qualify as long-term for tax purposes, while (2) seeking to minimize the impact of severe market downturns such as those that occurred in 2000-2002 and 2007-2009.   For detailed information please click on each strategy listed below.

  • Elevation
    The Elevation strategy is a long term, growth strategy designed for investors seeking a risk-managed, tax sensitive portfolio approach. The two primary goals of the Elevation strategy are to (1) participate in stock market gains during positive cycles that would qualify as long-term for tax purposes, while (2) seeking to minimize the impact of severe market downturns such as those that occurred in 2000-2002 and 2007-2009. The Elevation strategy seeks to achieve its goals by focusing on the overall "technical health" of the sub-industry groups on a weekly basis in order to provide a reading on the "state of the market". The core investments are placed in mutual funds or ETF's that are designed to mirror the various major indices. In certain market environments, a portion of the core holdings will be allocated to mutual funds or ETF's that are designed to produce 2X the return of the underlying indices.  
    Click to view full Elevation summary sheet     Click to view Elevation Explained
  • Elevation Plus
    the Elevation Plus is not available for investors at this time but will be available in the near future 

Rotational Strategies - designed to capitalize on the tendency of asset classes and broad market segments, such as growth and value stocks, to excel at different times in the economic and business cycles. For detailed information please click on each strategy listed below.

  • Equity Growth
    The Equity Growth strategy uses funds or ETF's encompassing a variety of investment objectives including but not limited to Aggressive Growth, Growth, Growth & Income, Equity Income and Small Company. The funds may be Large-Cap, Mid-Cap, or Small-Cap investment styles. The funds may invest in U.S. Securities or International Securities.  
    Click here to view full Equity Growth summary sheet
  • All Funds Growth
    The All Funds Growth strategy includes all the funds or ETF's available in the Equity Growth strategy, plus International Equity and Bond funds of all types are included. The International funds are generally considered diversified (not country specific) and the bond funds include all investment strategies including but not limited to Government, Corporate, International and High Yield. The bond funds may have short, medium or long maturity structures. 
    Click here to view full All Funds Growth summary sheet
  • Elite
    The Elite strategy exchanges assets between the various strategies at the discretion of Atlas Capital based on current market developments. 
    Click here to view full Elite summary sheet

Traditional Strategies   - designed to be invested at all times.  For detailed information please click on each strategy listed below.

  • Perpetual Equity Growth
    The Perpetual Equity Growth strategy is an active investment approach that is continuously invested in the equity market and distributes assets among different investment styles or asset classes within the marketplace. The distribution is adjusted on a continuing basis in response to market and economic conditions, based on the proprietary indicators Atlas has developed. Depending upon market conditions the Perpetual Equity Growth Strategy can be invested in one equity style or diversified among asset classes. 
    Click here to view full Perpetual Equity Growth summary sheet
  • Perpetual World Equity Growth
    The Perpetual World Equity Growth strategy is an active investment approach that is continuously invested in the equity markets, United States and/or International, and distributes assets among different investment styles or asset classes within the marketplace. International options may include, but not limited to, World, European, Far East, Latin America, and Emerging Markets. The distribution is adjusted on a continuing basis in response to market and economic conditions, based on the proprietary indicators Atlas has developed. Depending upon market conditions the Perpetual World Equity Growth Strategy can be invested in one equity asset class or diversified among asset classes. This strategy could be 100% invested in the United States markets, 100% internationally, or a combination, depending on market conditions. 
    Click here to view full Perpetual World Equity Growth summary sheet

Non-Traditional Strategies - The remaining strategies are considered to have above average risk and may have greater volatility and drawdowns than other Atlas Capital Management strategies. They may not be suitable for all investors and should only be a small portion of an investment portfolio. Also, because they are extremely active they can result in short term gains/losses. For detailed information please click on each strategy listed below.
 

  • Alternative
    The Alternative strategy uses funds or ETF's encompassing a variety of investment objectives that are considered non-traditional, including but not limited to natural resources, precious metals, water, technology, infrastructure, real estate, electronics, commodities, communications and energy. The funds may invest in U.S. Securities and/or International Securities. The funds used in this strategy are exclusive of any other Atlas strategy and may be more volatile than other strategies.
    Click here to view full Alternative summary sheet
  • Gold
    The Atlas Capital Gold Strategy is an active strategy that exchanges assets between a money market fund and in investment(s) (Mutual Fund or Exchange Traded Fund) that has an objective of mirroring the price of gold. When the Atlas gold model is positive, assets will be in one or more mutual funds and/or Exchange Traded Funds whose objective is to mirror as closely as possible the performance of the price of gold. When the model is negative, the assets will be invested in a money market account. 
    Click here to view full Gold summary sheet
  • Silver
    The Atlas Capital Silver Strategy is an active strategy that exchanges assets between a money market fund and in investment(s) (Mutual Fund or Exchange Traded Fund) that has an objective of mirroring the price of silver. When the Atlas Silver model is positive, assets will be in one or more mutual funds and/or Exchange Traded Funds whose objective is to mirror as closely as possible the performance of the price of silver. When the model is negative, the assets will be invested in a money market account. 
    Click here to view full Silver summary sheet
  • Oil
    The Atlas Capital Oil Strategy is an active strategy that exchanges assets between a money market fund and the United States Oil Fund (USO), an exchange traded fund that trades on the NYSE Arca stock exchange. When the Atlas Capital Oil Model is positive the assets are invested in the United States Oil Fund and when the model is negative the assets are moved into a money market fund. 
    Click here to view full Oil summary sheet
  • Precious Metals 1.0X
    The Atlas Capital Precious Metals 1.0X Strategy is an active strategy that exchanges assets between a money market fund and the Rydex Precious Metals Investor Class Fund (trading symbol RYPMX). When the Atlas Capital Precious Metals model is positive the assets are invested in RYPMX and when the model is negative the assets are moved into a money market fund. 
    Click here to view full Precious Metals 1.0X summary sheet
  • Precious Metals 1.5X
    The Atlas Capital ProFunds Precious Metals 1.5X Strategy is an active strategy that exchanges assets between a money market fund and the ProFunds Precious Metals UltraSector Investor Class Fund (trading symbol PMPIX). When the Atlas Precious Metals 1.5X model is positive the assets are invested in PMPIX and when the model is negative the assets are moved into a money market fund. 
    Click here to view full Precious Metals 1.5X summary sheet
  • Precious Metals Long 1.0X/Short -1.0X
    The Atlas Capital Precious Metals Long 1.0X / Short -1.0X Strategy is an active strategy that exchanges assets between the Rydex Precious Metals Investor Class Fund (trading symbol RYPMX) and the ProFunds Short Precious Metals Investor Class Fund (trading symbol SPPIX). When the Atlas Capital Precious Metals Long 1.0X / Short -1.0X model is positive the assets are invested in RYPMX and when the model is negative the assets are moved to SPPIX (an inverse fund). 
    Click here to view full Precious Metals Long 1.0X/Short -1.0X summary sheet
  • Precious Metals Long 1.5X/Short -1.0X
    The Atlas Capital Precious Metals Long 1.5X / Short -1.0X Strategy (Long 1.5X / Short - 1.0X) is an active strategy that exchanges assets between the ProFunds Precious Metals UltraSector Investor Class Fund (trading symbol PMPIX) and the ProFunds Short Precious Metals Investor Class Fund (trading symbol SPPIX). When the Long 1.5X / Short -1.0X model is positive the assets are invested in PMPIX (a leveraged fund) and when the model is negative the assets are moved to SPPIX (an inverse fund).  
    Click here to view full Precious Metals Long 1.5X/Short -1.0X summary sheet



Past performance is no guarantee of future results.
The potential for loss as well as profit exists with all investments. There can be no guarantee that the use of active investment management strategies will be successful in reducing losses and achieving returns superior to “buy and hold.”
Atlas Capital Management is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. A copy of our ADV disclosure statement, with further background on our firm, management style and investment approaches, is available upon Request and can be found on the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov.