Chicago, IL Office

Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm offers portfolio management and financial planning services, and also sponsors and advises private investment vehicles and an add‑on borrowing strategy called Spreadwise Borrowing.

The firm delivers both discretionary and non‑discretionary investment services and builds portfolios using a mix of fundamental and technical analysis alongside a primarily long‑term, index‑based framework supplemented by internally managed equity and bond strategies. Atlas offers multiple model allocations — including enhanced income and growth sleeves that can incorporate private credit and other alternatives — and may engage third‑party sub‑advisors as part of portfolio implementation.

Atlas is notable among comparable team firms for its role as general partner and sponsor of a private credit fund and for offering performance‑based fee arrangements in that pooled vehicle. The firm also discloses its fintech ownership and platform support from Atlas Financial and has publicly amended its Form ADV to correct year‑end assets under management and to report a subsequent asset decline after a senior adviser’s departure, reflecting recent firm transition activity.