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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 a Series 65 designation and three years of industry experience. He has worked at Atlas Capital since 2022, with prior roles at Chase Bank, Evolve Nutrition, Miller Scales and Food Machines, and Salsa Grille. 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, serving a large retail client base with approximately $870 million in assets under management.

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 CFP® professional with 27 years of industry experience. He has worked at Cantella & CO., Inc. since 2003 and has been associated with Atlas Capital Management Corp since 1994. Jacobs holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. Atlas Capital Management Corp. provides discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and various named strategies, managing over 3,200 discretionary accounts with a small advisory team.

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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