Products & Services

We provide the following Investment Management Services:

  1. Fee Based Investment Management Accounts
    1. Atlas does not custody assets, the majority of managed accounts are currently maintained at Axos Advisor Services (formerly E*TRADE Advisor Services)
    2. Qualified and Non-Qualified Registration types 
    3. No Minimum Amount (some strategies have minimum investment amount of $1,000)
    4. Atlas Capitals' basic client fee structure is as follows  
          First $250,000       2.00%
      Next $250,0001.75%
      Next $500,0001.50%
    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. Third Party Advisory Services available on Nationwide Monument Advisor Annuity (limited to 19 strategies)
  8. Atlas Capital (Form ADV Part 2A)
  9. Atlas Capital (Form CRS Client Relationship Summary)