Investment Platform

Know What You Own
Investment Portfolio Investment Portfolio Allocation Blocks and AnalyticsBlocks and Analytics

Our team takes a customized approach to portfolio management through proprietary investment sleeves developed by experienced investment professionals. Each sleeve brings together carefully selected stocks, ETFs, and mutual funds according to a defined investment objective.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Professional oversight of underlying investment selections.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Portfolio solutions designed for different investment objectives.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Potentially greater cost efficiency through a scalable platform.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Flexibility for advisors to present individualized strategies.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Investment considerations that can reflect a client's values and priorities.

This approach gives advisors a practical framework for delivering personalized investment solutions while providing clients with a disciplined and professionally managed portfolio experience.

A Structured Approach to Portfolio Design
Investment allocation chart

Client assets can be organized into three complementary investment sleeves, each serving a different purpose within the broader strategy. This framework allows portfolios to balance stability with opportunities for growth while remaining aligned with an investor's circumstances.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Core: Establishes the portfolio's foundational allocation with an emphasis on consistency and long-term objectives.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Tactical: Provides flexibility to pursue opportunities based on changing market conditions and specific investment themes.

  • Brown check mark on a white background, creating a stark contrast between the two colors

    Opportunistic: Targets select opportunities that may offer additional growth potential within the overall strategy.

Portfolio decisions consider the appropriate mix of equities, fixed income, and alternative investments, with allocations determined according to the client's objectives and tolerance for risk. The result is a portfolio designed around the individual rather than a one-size-fits-all model.

Do You Know Your "All in" Cost?

“The average cost of owning a mutual fund is 3.17% per year!”

-Tony Robbins (Money, Master the Game)

Managing investments internally allows us to oversee the investment process directly rather than relying on an external third-party manager.

This structure gives us greater control over expenses while maintaining a personalized approach to portfolio management.

Advisor fees may be clearly disclosed, but they are only one part of the overall cost of managing investments. It is also important to understand the additional expenses that may affect your portfolio and long-term returns.

Comparison Illustration Scenario

Total Assets Billed: $1,000,000

Fee Category Industry Standard Atlas Investment Management
Advisor Fee $10,000 $10,000
Asset Management $4,700 $3,500
Portfolio Cost $10,000 $3,000
Net Fees (Annual Total) $24,700 $16,500
  • Laptop with a white screen

    Total Annual Savings

$8,200

kept in your portfolio annually.

Put Your Portfolio to Work

Take the next step toward a more intentional investment strategy. Connect with us.