About Atlas Brown
We are a comprehensive Wealth Management firm serving the needs of high net worth families, business owners and institutions. Whether your objective is to grow your wealth or protect your wealth, we have the ability to design custom investment solutions utilizing both traditional and non-traditional investments that meet your needs.
We understand that no two clients are the same. We take the time to truly listen to your needs, understanding that your circumstances, financial goals, and future opportunities are complex, unique, and evolving. We also understand that in today’s environment, we must approach your needs with creativity and ingenuity and seek to design an investment solution that best meets your objectives. By utilizing both Traditional and Non-traditional investment we craft an investment plan that can achieve you and your family’s financial goals.
Traditional Investment Approach
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, and individual securities 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.
Non-Traditional Investment Approach
We feel is more important than ever to seek diversified return
streams that compliment traditional investment solutions. Because
of this belief, we have focused on finding alternative investment
managers that offer unique and sophisticated strategies that
provide investors with extremely attractive risk adjusted returns.
While the managers and strategies are as diverse as the offerings
in traditional investments, they all hold common characteristics
that can be distilled into the following statement:
Investments that provide consistent non-correlated absolute returns through the distribution of income in strategies that we can understand
Strategies range from venture lending, solar infrastructure, longevity assets, music royalties, tax liens, private credit to name just a few. While not all the strategies may fit your particular needs we feel that everyone can benefit from considering non-traditional strategies in their overall portfolio.
Family Office Services
Investment Advisory and Management Services
Personalizing objective investment strategies to preserve and grow wealth.
- Wealth preservation strategies
- Opportunistic asset growth
- Risk management
Building a relationship with your family to develop and execute the strategies that will promote your lasting legacy.
- Philanthropic strategies
- Foundation planning
- Gifting strategies
Ensuring your family traditions and values are instilled upon future generations.
- Family meetings
- Multi-generational financial education
- Family mission statement development
Collaboration with key advisors
Working with other trusted professionals to coordinate complex wealth management issues.
- Tax planning
- Estate planning, trusts and gifting
Accommodating your requests in a manner that earns your trust and confidence.
- Budgeting, banking, and bill paying
- Concierge services
- Household management
- Property management
Chairman / Senior Portfolio Manager
Mr. Hancock is an original founder and Chairman of the board of Atlas Brown, having helped launch the firm in 2004. Mr. Hancock’s career in the investment industry has spanned over 30 years beginning with his first job in the financial sector in 1976 at Merrill Lynch in Louisville, before moving to Citizens Fidelity Bank. Beginning in 1981 he spent 10 years at the Chicago Board Options Exchange (CBOE) and Chicago Board of Trade (CBOT) as a floor trader and market-maker specializing in complex options trading and hedging strategies on predominantly large-cap domestic equities and US Treasury Securities. Following his tenure in Chicago, he returned to Louisville where spent the next 14 years as a Vice President at Hilliard Lyons focusing on equity investment research and sales with a focus on mid-cap and large-cap domestic companies. He graduated in 1976 from Wittenberg University in Springfield, OH with a BA in Business Administration. Currently, Mr. Hancock serves on the boards of the Filson Historical Society, Dreams with Wings, and The Second Presbyterian Weekday School. He is also a Chartered Financial Analyst (CFA) and a member of the CFA Institute and CFA Society of Louisville.
Atlas Brown Wealth Management
333 East Main St, Suite 400
Louisville, KY 40202