About Our Investment Committee

The Atlas Investment Committee meets biweekly to discuss the current state of our clients’ portfolios and how those portfolios relate the current market/economic conditions.  At these meetings, the committee will review the core Atlas positions in portfolios and determine the direction of the accounts.  These adjustments are then directed through the Atlas trading department for execution.  Their recommendation is also relayed to the individual wealth management advisors who interpret the information, and when necessary, customize and apply further changes to client accounts.

The investment committee aims to select positions that will further the goals of our clients with an appropriate level of risk adjusted return.  They seek to select investment vehicles from investment companies with good track records and fair expenses.

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