Products & Services

We provide the following Investment Management Services:

  1. Fee Based Investment Management Accounts
    1. Atlas does not custody assets and recommends accounts be maintained at Trust Company of America
    2. Qualified and Non-Qualified Registration types 
    3. No Minimum Amount
    4. Atlas Capitals' basic client fee structure is as follows  
          First $250,000       2.00%
      Next $250,0001.75%
      Next $500,0001.50%
      Therafter1.00%
    5. Online Account Access

  2. Multiple Proprietary Investment Strategies
  3. Customized Portfolios/Strategic Diversification
  4. Active Portfolio Management
  5. Highest Standards of Professional Conduct and Customer Service
  6. Aggregated Billing Within Same Household
  7. Atlas Capital (Form ADV Part 2A)