Our Services

Our Approach

Multi-generational investment management requires complex integration which extends well beyond the practices of today’s typical investment advisor. It’s important to rely on a firm with a heritage of family wealth management and comprehensive investment management services to help you preserve, manage and grow your wealth for future generations. Your financial goals and objectives are at the center of our approach.

Tailored Investment Solutions

At Atlas Brown, you will receive our best ideas, strategies and investment opportunities. We apply institutional-quality techniques to a multidisciplinary investment approach – including using multiple asset classes and styles, outside managers, alternatives, individual securities and more–to create and manage a customized financial foundation for your family. Our disciplined portfolio management strategies, combined with tactical family office solutions, help us manage all aspects of your family’s wealth.

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Contact Us to Learn More