Wealth Management

Providing disciplined wealth management solutions.

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.

Our Disciplined Investment Process

Our investment process is a result of our understanding of your needs, paired with comprehensive investment planning and access to sophisticated strategies, tools, and technology.

  • Discovery:  Your mission, values, and vision for the future
  • Insight: Financial, tax and legal considerations
  • Investment Policy Statement: A written guide for how we manage your wealth
  • Implementation: Construction of your investment portfolio
  • Investment Selection:  Due diligence and evaluation of investment options
  • Evaluation: Careful investment oversight and reporting
  • Strategic Investing: identify alternative investment opportunities

Multidisciplinary Investment Management

Implementing a long-term, high-quality investment philosophy is crucial to building and preserving asset value. Your portfolio will integrate your current investments with selectively blended traditional and alternative strategies along with world-class, third party managers. Our longer-term view of the investment cycle is one where we employ multiple asset classes and styles, both domestic and foreign, traditional and otherwise, often referred to as a multidisciplinary approach.

Every Atlas Brown investment account is tailored to meet the growth, income, tax, and capital preservation needs of our clients. Investments are managed by your portfolio management team or selectively engaged third-party portfolio managers.

We may utilize a variety of non-traditional asset classes as well.  Our research has shown that select and deliberate use of commodities, such as minerals, natural resources, and real estate, along with carefully identified opportunities within both the private equity and hedge fund sectors offer diversified exposures to growth sectors of their respective markets.

Our ability to blend a multitude of styles, along with their respective risk and reward characteristics is another aspect of the Atlas Brown approach.  So while the value of a multidisciplinary portfolio will vary over time, volatility is less extreme than any single investment style creating opportunity for steady, long-term growth.

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