Atlas investment managers have been assisting institutional clients build portfolios throughout their careers. Each Atlas portfolio manager brings to our clients over 30 years’ experience in the fixed income and global capital markets. Over the past several decades, Atlas investment team members have specialized in understanding the mandates of institutional clients, sourcing new issue and secondary fixed income securities that can out-perform standard index management, and strengthen the credit profile of client holdings.

Our focus on the unique and complex attributes of mortgage back securities, corporate structured notes, taxable municipal bonds and other structured products offers a dependable means of achieving portfolio alpha versus index-based management and rudimentary investment in US Treasuries or other vanilla short-term vehicles. And through our affiliation with Zeus Financial LLC, we are able to enhance returns through superior value bond identification and trade execution.

Our strategic planning process employs an initial interaction with your business team to define risk tolerance, cash flow requirements and investment objectives. Once your investment portfolio is constructed, we continually monitor performance and rebalance the portfolio as required by changes in market conditions or your financial requirements. Monthly communication of portfolio performance, changes and market outlook are provided to all clients.

Contact us to schedule a review of your investment goals and create a portfolio to meet these objectives.