Atlas Capital Advisors is an independent, fee-only investment advisor based in San Francisco, CA, specializing in designing and managing sophisticated, tax-sensitive portfolios for affluent individuals, families, trusts, foundations, and privately held businesses. With a focus on evidence-based, systematic, transparent, and liquid investment solutions, Atlas Capital Advisors acts as a fiduciary, always prioritizing the best interests of their clients.
The team at Atlas Capital Advisors brings decades of experience in quantitative money management, offering customized portfolios that adjust for concentrated client positions and reflect client social values. Grounded in quantitative assessments and a disciplined, risk-aware approach, Atlas Capital Advisors aims to optimize expected returns within clients' risk constraints while considering tax consequences and implementing low-cost investment strategies.
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