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Reed D

Series 65

Ft Wayne, IN

Atlas Capital Management Corp

Reed Diller is a financial advisor at Atlas Capital Management Corp with four years of industry experience. He holds the Series 65 designation and previously worked at Chase Bank and several companies outside the financial sector. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs a model-driven, actively managed approach using proprietary trade signals and daily pricing data across a range of strategies, and serves a large retail client base through a team of five advisors.

Active portfolio management Tax-loss harvesting
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Jerry J

CFP®, Series 63, Series 65

Fort Wayne, IN

Atlas Capital Management Corp

Jerry Jacobs is a financial advisor at Atlas Capital Management Corp in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 27 years of industry experience. He has worked at Cantella & CO., Inc. for nine years before joining Atlas Capital in 1994. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses, managing approximately $870 million in assets. The firm employs a model-driven, actively managed approach with proprietary trade signals and a range of strategies that include equities, fixed income, and sector-focused vehicles, serving a large retail client base through a team of five advisors.

Active portfolio management Tax-loss harvesting
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Todd C

Series 63, Series 65

Ft Wayne, IN

Atlas Capital Management Corp

Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.

Active portfolio management Tax-loss harvesting
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