ATLAS INVESTMENT ADVISORY LLC

Overview

Atlas Investment Advisory LLC is an independent registered investment adviser that manages concentrated, equity-forward portfolios for individual and family clients and small businesses. The firm leans heavily into public market equities as its primary allocation tool, while also offering financial planning and portfolio management services. Its business model combines fee-based advisory work (percentage of AUM, hourly and fixed fees) with broker-dealer and insurance brokerage activities, which expands the range of products the firm can place for clients but also introduces potential sales-based product channels. Investment strategy appears equity-first: the firm uses exchange-traded equities and ETFs as the main building blocks for client portfolios, favoring liquidity and low-cost, transparent instruments. For clients suited to longer time horizons and higher risk tolerance, Atlas Investment Advisory LLC supplements public market exposure with private placements and venture capital opportunities. The firm also uses annuities and mutual funds where appropriate to meet income, liability-matching or access-to-capability needs.

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Location & Offices