Individuals and families most often attain wealth through long-term ownership of equities or through diligent saving and investing over many years. Amassing of wealth frequently occurs through the nurturing of one's own family business or accumulation of employer stock over many years. Other times it is acquired through inheritance or gift from a previous generation. Each of these scenarios brings special portfolio management considerations that Atlas Brown is prepared to address.

Implementing a long term, high quality investment philosophy is crucial to building and preserving wealth. At Atlas Brown, we strive to deliver excellent investment results by implementing portfolios that integrate your current investments with traditional and alternative strategies offered by world class, third party money managers. Our long-term plans employ multiple asset classes, often referred to as a multidisciplinary approach.

Reviewing the financial and emotional impacts of transitioning your current portfolio, whether it is one company stock or a diversified portfolio of investments, is an integral beginning point in our investment process. Using our financial analysis technology, we can identify the risk in your current portfolio and show you how various events may impact your holdings. We can also design portfolios that will reduce risk to a comfortable level while providing long-term opportunity for growth and/or the income needed to achieve your goals.

Our portfolio managers will assess your current portfolio within the framework of your Personal Investment Policy Statement and recommend a strategy and transition plan that comfortably meets your objectives. Your investments may be managed by Atlas Brown’s experienced portfolio management team, third-party money managers, or a combination of these alternatives. Each individual and client is unique and our recommended strategies are dependent upon the unique circumstances and your goals of each client.