YOUR WORLD

IN SAFE HANDS

Reliable Investment Growth

Durable Capital Preservation

Veteran Market Managers

WELCOME TO ATLAS FINANCIAL ADVISORS

TAILORED TO YOU

We are a multi-strategy investment advisor, committed to providing our clients - individual, family and institutional - with a comprehensive range of investment strategies tailored to suit their financial goals and risk tolerances.

DECADES OF EXPERIENCE

We offer decades of expertise in fixed-income products and structured investments, and a range of time-tested equity strategies. 

Stay up to date
and in the know from industry professionals.

We keep our clients updated on the market and where we see opportunities.

We strive to have the most financially literate clientele so we can, together, help you achieve your financial goals.

Historic Moment for Fixed Income Allocation

In 2022-23, after over 15 years of historically low interest rates orchestrated through Fed “quantitative easing”, the Fed ratcheted up the Fed Funds Rate 10 times and 500 basis points to its current target of 5.25-5.50%. This is the largest interest rate hike in over 40 years. The Fed Funds Rate continues to hold at these levels well into 2024 in spite of many prognostications that the rate would be lowered by now. Bonds offer a compelling risk/return profile now in 2024, and Atlas managers all have over 30 years experience trading and managing fixed income assets. Contact us to learn more.

Introduction

Welcome to Atlas Financial Advisors, your trusted partner in achieving diversified and dynamic investment solutions. We are a multi-strategy investment advisor, committed to providing our clients - individual, family and institutional -with a comprehensive range of investment strategies tailored to suit their financial goals and risk tolerances. We accomplish durable returns through highly customized investment selection. We offer decades of expertise in fixed income products and structured investments, and a range of time-tested equity strategies.  

We understand that every client is unique, and our aim is to build lasting relationships based on trust, transparency, and excellence in investment advice. Whether your objective is income, growth, or both, Atlas Financial Advisors is here to guide you towards maximizing your investment potential in this ever-evolving financial landscape.