Toll Free: 866-871-0334
333 East Main Street Louisville, Kentucky 40202

Investment Management

Investment Research

Investment Advisory

Multidisciplinary Investment Management

Equity Selection Process

Fixed Income Investment Philosophy

Trust, Estate & Fiduciary Management

Alternative Investments

The backbone of any credible investment operation, whether using a fundamental or a technical approach, must be a robust research-driven process.  The value of such research, tested over time and under a variety of market conditions, thoughtful, insightful, meticulous and self-critical, is to provide investment professionals with valuable insight such that investment selection and portfolio management become a financial manifestation of the client’s long range financial objectives.  The challenge is then the ability to successfully marry the value of this research with a proven and demonstrable capability to consistently generate above-average investment returns.  This is at the very core of what we do.

At Atlas Brown, we apply a results-oriented analytical expertise, advanced quantitative measures, and a deep belief that long term, sustainable investment returns are the result of balancing a variety of asset classes against their underlying levels of risk. In so doing, our goal is to provide our clients with maximum exposure to multiple asset classes which should outperform as markets appreciate in value and theoretically reduce downside risks in unfavorable markets.

While a substantial component of our overall investment research process focuses on the traditional global equity and fixed income markets, we also use a variety of strategies which call for wide use of certain non-traditional asset classes.   Alternative asset classes such as commodities, real estate, hedge funds, and private equity investments are complementary to traditional stock and bond portfolios. As part of a diversified portfolio, alternative investments can often improve risk and reward characteristics of investment portfolios. Atlas Brown has the access and the capability to analyze and manage these alternative investments for those clients who require a higher level of sophistication in the management of their financial assets.