Atrium Financial Advisors LLC

Atrium provides tailored investment management services to a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. Services are delivered under written engagement agreements and focus on portfolio management using equities, mutual funds, exchange‑traded funds, fixed income instruments and, where appropriate, options.

The firm’s investment approach is grounded in fundamental analysis and generally favors long‑term positions with integrated risk management, ongoing monitoring and periodic rebalancing; covered options may be used selectively for hedging. Atrium typically manages client accounts with written discretionary authority and states it generally does not operate on a non‑discretionary basis except by client request.

Noteworthy operational details include a single‑advisor structure managing a modest number of accounts and assets, custody and trade execution through Interactive Brokers, and receipt of non‑execution support services (compliance and technology) from that custodian — a relationship the firm discloses as presenting a potential conflict of interest. The brochure also discloses formal policies such as a Code of Ethics, trade‑error correction procedures, no participation in wrap programs, and no engagement of third‑party solicitors.