Wealth is more than money. It is about taking the control afforded by money that enables wise investors to seize opportunities. Atlas Brown offers individuals and families a comprehensive, coordinated approach to managing wealth. We identify and assess the most important factors influencing your wealth (including financial, emotional, family legacy and philanthropic) to implement a strategy to best build and protect your wealth.

At Atlas Brown, we also understand that there is much more to a wealth advisory process than just meeting an investment benchmark. For us, it’s about getting to know our clients, personally as well as financially, in order to develop an in-depth understanding that goes well beyond the facts and figures.  We start with a disciplined and professional discovery process designed to learn about each client’s financial and investment history:  comprehensive, detailed, and thorough.  We assess the history of your most recent investment performance,, what potential risks exist in today’s complex financial landscape, and where you, our client, envision being tomorrow.  Simply put, we need to fully analyze the past in order to accurately assess each client’s present circumstances, such that we can determine the appropriate strategy for the future.

Ultimately, your financial goals are at the center of our approach. A unified program to manage your financial situation comes from a focus on your needs, initiated by:

• Identifying your mission, values, and vision for your wealth.
• Coordinating investment, financial, tax and legal considerations into an integrated, collaborative plan.
• Designing a Personal Investment Policy Statement to account for personal risk levels, liquidity needs, investment objectives, time horizons, wealth transfer, and other special considerations.
• Implementing investment strategies governed by the Personal Investment Policy Statement.
• Overseeing due diligence and the selection of investment options.
• Monitoring and reporting on the chosen investment options.
• Formulating personal financial statements to identify asset utilization opportunities and strategies impacting taxes and investments.