Atlas investments inc

Successful investing requires a long term perspective. Today, ophthalmologists and optometrists use subjective and incomplete refraction tools to diagnose vision problems and explain symptoms to their patients. Atlas Capital Advisors is an independent, S. Atlas uses this experience, academic research and continuing proprietary research to create a dynamic, market aware, diversified asset allocation approach. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities. This results in flawless deal execution and optimal value for our clients.

Using our data

Atlas Capital Advisors is an independent, S. We provide customized investment solutions that deliver performance at a reasonable price. Our systematic investment approach is grounded in academic and proprietary research. We emphasize strong risk management and capital preservation. Our clients atlas investments inc us on a fee-only basis. At Atlas Capital Advisors, we’ve formulated our equity investment thinking over a number of years, drawing heavily from personal experience and leading academic research.

A Boston-based boutique that gets the job done

Atlas is focused on the investment and development of quality commercial real estate throughout the United States. We own, have invested in, or developed every major commercial real estate product type. We pride ourselves by operating with long term relationships in mind. Our platform is strengthened by our ability to evaluate and transact very quickly. We have closed significant transactions from contract to close in as few as 7 days. We are pursuing core, core plus, stabilized, value add, high growth, special circumstance, development, opportunity zone, historic, and distressed asset opportunities, including fee interest, debt investments and joint ventures.

Get to Know Atlas

Atlas Capital Advisors is an independent, S. We provide customized investment solutions that deliver performance at a reasonable price. Our systematic investment approach is grounded in academic and proprietary research.

We emphasize strong risk management and capital invdstments. Our clients compensate us on a fee-only basis. At Atlas Capital Advisors, we’ve formulated our equity investment thinking over a number of years, drawing heavily from personal experience and leading academic research. Successful investing requires a long term perspective.

Too frequently the investing community can focus on near term results or the latest fadneither of Atlas operates as a registered investment advisor and fees are charged on invested assets without the return-sharing typical of hedge funds or the layering of costs typical of fund of funds, investment brokerage firms and insurance companies. There have been numerous academic studies quantifying how the layering of fees adversely affects client Transaction costs can have a large impact of portfolio performance.

Our proprietary software incorporates all three levels of the transactional cost pyramid when making our trading decisions. Most people tend to focus on commissions when they think about transaction cost, but commissions turn out to have a small overall impact Any sound individual financial strategy requires client discussion before developing an implementation plan. Atlas uses this experience, academic research and continuing proprietary research to create a dynamic, market aware, diversified asset allocation approach.

We provide equity, fixed income, balanced, futures and currency management through customized separate accounts. We can be turn key service providers through our various investment strategies or comprehensive capital managers using our proprietary asset allocation models.

Risk to achieving your financial objectives can take many forms and may not be limited to Atlas managed portfolios. Our partners have extensive experience managing risk for individuals and institutions. Please contact us! Concentrated holdings exposure increases aggregate wealth risk. Investmentss is proficient at helping clients manage this unique risk. Atlas founder, Jonathan Jono Tunney, brings deep and broad expertise to bear on global economic analysis, asset allocation, business valuation, portfolio design, and risk management.

Albert J. Gutierrez has over 35 years of extensive capital markets experience including several executive positions at multi-billion dollar institutional investment investmrnts. Preston has over 30 years of capital markets and money management experience. Preston began his career building a book of high net worth clients for Shearson Lehman Brothers in throughand then spent four intensive years managing money under the Donaldson, Lufkin and Jenrette research platform. He joined First Boston in and subsequently moved to Bear Stearns in where he managed a proprietary fund and became one of the firm’s youngest partners.

Preston holds a B. Mike has over 12 years of experience developing computer systems for risk management, investmnts optimization, back-testing, and trading applications used by hedge funds and registered investment advisers. He previously worked at Evolution Capital Management, an Asian multi-strategy hedge fund. Marc Roth has 35 years of wide ranging investment management and capital markets experience in inestments the US and Europe.

Jocelyn Doe has 30 years of finance and investment experience. She graduated with an A. Taylor has 25 years of Capital Markets experience.

He has extensive experience in portfolio management, risk analysis, financial modeling, and trading. Peter has over 35 years of capital markets experience in both trading and sales. He began his career at Shearson Lehman Brothers as a financial consultant. Peter later helped find the investment banking firm Pacific Growth Equities in San Francisco which was acquired by Wedbush Securities in He subsequently worked for Emerging Growth Equites as the head of west investmfnts sales before he joined Atlas.

Stephen Pijas has over 20 years of atkas experience. He has atlas investments inc with numerous leading financial companies on an institutional basis, as well as advising individuals on how to manage their personal wealth.

He began his financial career with Nueberger Berman and Lehman Brothers. Jasmine has over 15 years of experience in the financial services industry. Jasmine is primarily responsible for financial operations at Atlas Capital Advisors.

Dan has 20 years of business and investing experience with a particular emphasis on Alternative Investment Classes, Portfolio Construction and Family Office Structuring. Dan holds an M. Asset allocation is the most important decision one can make as an investor.

Each quarter, Atlas Capital Advisors updates estimates of the expected returns of each asset class, and adjusts allocations accordingly. We make these decisions in a systematic repeatable way using approaches grounded in academic evidence. We are fundamental investors. We seek to increase weights in asset classes that are attractively priced, and reduce weights in those that are not. GDP strategy performance net of fees in June was up 0.

From strategy inception on July 9, through the end of Junethe GDP strategy has a loss of 9. That is 4. The underperformance since inception is primarily the result of the low weight in equities after the January downturn, which limited participation in the sharp rebound of the global equities market which ran from mid-February to April. By June 27, the Monday after the vote, global stocks were off 5. Global stocks then recovered almost all of that loss by June Most of investmenrs GDP positioning choices were beneficial in June.

In particular, the strategy was helped by its underweight in Europe — just an 8. The other major benefits to performance were from:. The evidence for making investment decisions in alignment with value is robust. We also use price trends as a catalyst for determining when to enter positions. Through long experience in the markets, we have repeatedly seen asset classes that appear to have strong value characteristics continue to get cheaper.

Many of the emerging equity markets have had this characteristic in the last five years. We have learned that inv is better in the long run to wait for cheap asset classes to start rising in price before committing to an overweight. The evidence to consider trend is also strong. For instance, in stock market history, the future return tends to be better if the past return is positive than if it is negative.

On average, if the past 6 — 12 month stock market return is positive, the next quarter return is 1. Below are some additional slides that we found in a recent Fidelity Investments slide deck. The information correlates perfectly with the our inveztments thinking. The primary drivers for this underperformance are due to:. Relative valuations still favor increased international exposures at the expense US equities. As always, we emphasize diversification to mitigate risks in these uncertain times.

As expected, these stocks exhibit fair to good Momentum scores. Both empirically and intuitively, value wtlas outperform growth over long period of time but as you can see from the link to a Fidelity article investmemts this subject, the most recent 5 year period has grown outperforming value by more than 2.

This has been a drag on Atlas relative performance over this period. Below is our current analysis of market opportunities and how we are positioning portfolios. We would be glad to discuss or answer any questions. The chart below shows our current evaluation of the sector choices available to US equity investors. This evaluation drives our allocation decisions.

Markets which appear most attractive for investment are in the upper right. Those sectors that have both good value and positive momentum. Future real returns based on historical value norms are unappealing. Consumer Staples, Utilities, and Real Estate underweight based on valuation. Overweight Financials and because of reasonable value. Info Tech and Consumer Discretionary overweight based on Momentum. Atlas portfolios in relation to the weights of the benchmark global equity index are depicted.

The firm manages client portfolios across a variety of asset classes including equities, bonds, currencies and derivatives. All client portfolios are separately managed in a variety of investment strategies. We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients.

Our specialty is the design and management of sophisticated, tax-sensitive portfolios ijvestments individuals and institutional investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities.

Evidence Based. We have achieved this goal while eliminating the need for financial intermediaries who bloat costs and adversely impact returns. Systematic Approach We are disciplined unemotional investors.

Transparency We show you how, why and what investments we make to generate returns. Liquidity We invest only in publicly traded securities with deep at,as trading volume. Customization We help clients express their social values and minimize single stock risk.

Company Profile

HD Analyzer. Most of the gain was from a I am especially happy to see that he has built the strong Atlas team that maintains those wonderful attributes of. All client portfolios are separately managed in a variety of investment strategies. Global stocks then recovered almost all of that loss by June Brazil has a multitude of problems, just ahead of hosting the summer Olympic games, but nonetheless Brazilian stocks rocketed up There have been numerous academic studies quantifying how the layering of fees adversely affects client He has extensive experience in atlas investments inc management, risk analysis, financial modeling, and trading. The reality is the seeds of financial distress were planted with the repeal of the Glass-Steagall Act With over 25 years of investment banking and technology experience, Greg has the vision, in-depth industry perspective and deep domain expertise to advise technology companies on mergers, private placements, strategic acquisitions, divestitures, and exit strategies.