Atlas Capital Management Corp

Atlas Capital Management provides discretionary investment management and selected non‑discretionary consulting to individuals, families, trusts, estates and family businesses, and also manages assets inside variable annuity and variable life contracts. The firm reports approximately $870 million in assets under management across several thousand client accounts and serves a large retail client base through five advisors.

Atlas runs a model‑driven, actively managed program set built around proprietary trade signals and daily pricing data, with a suite of strategies that rotate among equities, fixed income, cash and sector‑focused or commodity vehicles; many strategies explicitly use leveraged and inverse funds and the firm notes the potential for above‑average turnover and tax consequences. It generally manages accounts on a discretionary basis, while also working with solicitors and primary investment professionals who assist with client suitability and ongoing client contact.

Compared with peers, Atlas has an unusually high client‑to‑advisor ratio and maintains legacy arrangements that compensate the firm based on measured investment performance for certain clients, with detailed measurement periods and calculation methods disclosed in its brochure. The firm’s materials also disclose use of proprietary strategy performance presentations (including model or hypothetical results) and solicitor/referral relationships, and it offers an uncommon suite of biblically responsible strategies with a program to direct a portion of advisory fees to a client‑designated religious institution.