Atlas Capital Advisors Inc.

Evidence-based investing and personalized wealth services to support your success.

[Atlas Capital Advisors Inc. @Atlas_Capital]

Huge disconnect between private equity valuations and real world

[Atlas Capital Advisors Inc. @Atlas_Capital]

Huge disconnect between private equity valuations and real world

[Atlas Capital Advisors Inc. @Atlas_Capital]

Huge disconnect between private equity valuations and real world

[Atlas Capital Advisors Inc. @Atlas_Capital]

Huge disconnect between private equity valuations and real world

[onzilla @OnzillaJono]

Horrible idea. https://t.co/5gs9irRwNR https://t.co/YAgFLBh4Pb

[Atlas Capital Advisors Inc. @Atlas_Capital]

Is private real estate investing worth the trouble?

Our CIO Ken Frier covers this question in video #4 in our Alternative Investment Reality Check series.

#InvestmentStrategy #WealthManagement #Investing #RealEstate #Investments

https://t.co/b9SErTL4X8

[Atlas Capital Advisors Inc. @Atlas_Capital]

Is the S&P 500 still the best way to invest in U.S. stocks? The dominance of the top ten stocks is historically unusual, and likely unsustainable—as underscored by U.S. tech stocks’ historic $1 trillion selloff on January 27.

In our latest Market Commentary, our CIO Ken Frier explains why the equal-weighted S&P 500 will likely be a better investment over the next 5–10 years than the capitalization-weighted S&P 500, and how this shift would have further advantages for managers utilizing a diversified, research-backed stock selection approach such as Atlas Capital.

https://t.co/LVQhpWDTMX

#stockmarketcrash #stocks #investing #InvestmentStrategy #WealthManagement #FinancialPlanning #MarketInsights #EconomicTrends

[Atlas Capital Advisors Inc. @Atlas_Capital]

Before you invest in hedge funds, watch the first video in our 'Alternative Investment Reality Check series', hosted by our Chief Financial Officer, Ken Frier. They may not be as good an investment as you think.

https://t.co/B9gO3DiaPQ

#HedgeFunds #InvestmentRisks #WealthManagement #SmartInvesting #FinancialPlanning

[Atlas Capital Advisors Inc. @Atlas_Capital]

Thinking of investing in venture capital?

Watch our latest 'Alternative Investment Reality Check' Part 2 video with our CIO, Ken Frier. He reveals why investors face significant hurdles accessing top funds and achieving success in this complex ecosystem.

https://t.co/jUbPpibvpv

#InvestmentAdvice #WealthManagement #PrivateInvestors #FinancialPlanning #AlternativeInvestments #venturecapital

[Atlas Capital Advisors Inc. @Atlas_Capital]

In this month’s Market Recap, our CFO Ken Frier discusses how changes in the loan market can be an early indicator of what’s next in the stock market, and how to monitor that yourself.

https://t.co/BeLxIYTAoP

#WealthManagement #MarketInsights #InvestmentStrategy #HighNetWorth #StockMarketTrends

[Atlas Capital Advisors Inc. @Atlas_Capital]

Are you a private investor who's been pitched covered calls by your advisor?

Hold the phone.

Watch our CIO Ken Frier & CEO Jono Tunney discuss why this might be a bad call for your portfolio.

#InvestmentStrategy #WealthManagement #RiskManagement #HighNetWorth #PortfolioOptimization #Investing #Finance

https://t.co/sp7U6gFGtY

[Atlas Capital Advisors Inc. @Atlas_Capital]

Last night, Atlas Capital Advisors and our sister companies AtlasFX and Meridian Financial celebrated another year of teamwork, camaraderie, and growth in San Francisco’s iconic North Beach neighborhood.

Thanks to everyone who came out to celebrate!

[Atlas Capital Advisors Inc. @Atlas_Capital]

Private credit investing holds significant allure, but what's inside this "black box"?

Our Chief Investment Officer, Ken Frier, unpacks critical risks in Part 5 of our Alternative Investment Reality Check series.

👉 https://t.co/QmOdeDyssd

#WealthManagement #InvestmentStrategies #PortfolioOptimization

[Atlas Capital Advisors Inc. @Atlas_Capital]

Last month, the equity strategy team at @GoldmanSachs predicted that the S&P 500 stock index will return only 3% per year over the next decade.

If they're right, it wouldn't make sense to own the U.S. stock index, since you could earn a higher return with much less risk from U.S. bonds.

So should you sell your US stocks? Our video covers the reasoning behind Goldman’s forecast—and what you might consider if you believe Goldman’s analysis has merit.

https://t.co/e03J97GJyL

#Financialadvisor #wealthmanagement #investing

[Atlas Capital Advisors Inc. @Atlas_Capital]

Did you know that Jono Tunney, our Founder/Managing Partner, started out as a professional football player—including stints for @Stanford, the @Raiders, the World Football League, the Edmonton Elks, and the #sanfrancisco @49ers.

Jono's athletic career required hard work, sacrifice, discipline and persistence. That same drive and commitment to excellence—along with winning teammates—helped make Atlas Capital Advisors what it is today.

Watch his story in his own words. And to learn more about our quantitative, academically-rigorous investment process, visit https://t.co/yZKUEtYskD

https://t.co/pPluVolG75

[Atlas Capital Advisors Inc. @Atlas_Capital]

Our Chief Investment Officer Ken Frier has over 30 years of experience as an institutional investor. See how his experience informed the Atlas Capital Advisors approach to investment management.

https://t.co/WmFAexZCvk

#financialadvisor #wealthmanagement #investing

[Atlas Capital Advisors Inc. @Atlas_Capital]

Are covered calls a good investment strategy? Watch this in-depth conversation with Jono Tunney (CEO) and Ken Frier (CIO) to find out.

https://t.co/Fp068fLoQU

#investing #finance #wealthmanagement #financialexperts

[Atlas Capital Advisors Inc. @Atlas_Capital]

Jono (CEO) and Ken (CIO) discuss considerations around Principal Protected Notes (PPNs). Watch this in-depth discussion between our experts to find out why investors in PPNs are at a disadvantage.

https://t.co/EGObS1BZS1

#investing #finance #wealthmanagement #financialexperts

[Atlas Capital Advisors Inc. @Atlas_Capital]

Jono (CEO) and Ken (CIO) discuss considerations around Principal Protected Notes (PPNs). Watch this in-depth discussion between our experts to find out why investors in PPNs are at a disadvantage.

https://t.co/EGObS1BZS1

#investing #finance #wealthmanagement #financialexperts