Whether your needs call for a fully customized portfolio or whether your objectives can be met by utilizing one of our proprietary “style” portfolios, every Atlas Brown investment account is tailored to meet the growth, income, tax, and capital preservation needs of our clients. Beginning with our Atlas Brown Custom Growth Portfolio which is designed to afford optimum capital appreciation, to the more moderate Atlas Brown Custom Balanced Portfolio, which is designed to afford more price stability and a greater degree of current income, or a fully customized portfolio which has been specifically tailored to meet your unique needs, all of our portfolios are constructed using the risk-adjusted return principles which form the basis of Modern Portfolio Theory.

History has told us, and the science has surely proven that the most certain path to long term portfolio appreciation is through the use of broadly diversified portfolios which have a high degree of non-correlation among its asset classes and individual holdings. In other words, since no one can predict the future with absolute confidence, one of our objectives is to select asset classes and market sectors which do not necessarily move in synch with each other.

Within our equity selection process, we employ a disciplined, qualitative security selection methodology, utilizing the most advanced technology available enabling us to screen over 14,000 individual stocks, 12,000 equity mutual funds, and 1200 equity-based exchange traded funds. Quantitative and qualitative factors are assessed to select high quality companies with financial characteristics that are proven to add shareholder value over long periods of time. Using our proprietary Correlation, Valuation and Assessment Process (CVAP) we are able to review investment performance and volatility data, sorted to our specifications, that allows us to identify global companies that among other criteria: have a sustainable business advantage in their respective sector, have strong and capable management team, generate large amounts of free cash, have a demonstrable pattern of consistent dividend growth, and which trade below our estimate of intrinsic, fair value.