A complete list of active advisors currently associated with ATLas Investment Advisors

Warmer can help you find a great advisor at ATLas Investment Advisors or one who fits your needs even better.

ATLas Investment Advisors provides portfolio management and financial planning services primarily to individual clients, including high‑net‑worth households. The firm offers ongoing discretionary or non‑discretionary portfolio management and also provides project‑based financial plans; clients who engage portfolio management receive ongoing financial planning without a separate fee. The firm follows an evidence‑based investing approach that emphasizes long‑term, buy‑and‑hold passive strategies, strategic asset allocation, and periodic rebalancing. Portfolios are constructed using mutual funds and ETFs with factor tilts (value, momentum, quality) across equities, fixed income, and a limited set of alternative exposures to match client risk profiles. A distinctive aspect of ATLas is that its investment adviser representatives also practice as accountants and tax preparers, and the brochure discloses that those additional services may be offered to clients for separate compensation while remaining entirely optional. The firm also discloses a typical account minimum (generally $1,000,000) that it may waive in particular circumstances and states it will coordinate planning and implementation with clients’ other professionals.

To learn more about the advisors currently working at ATLas Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.