Customized portfolios for purpose-driven organizations.
Customized portfolios for purpose-driven organizations.
Whether you’re managing investments for an endowment, small college, or mission-driven nonprofit organization, Atlas Capital Advisors offers an OCIO (Outsourced Chief Investment Officer) solution who can tailor your portfolio to your unique needs – including asset allocation, risk management, direct indexing and other considerations.
Our systematic, research-based approach prioritizes the asset allocation of the whole portfolio, adjusts portfolio risk based on the market environment, and has a minimal fee burden for complete portfolio liquidity and transparency.
We specialize in helping organizations who want to avoid high and hidden costs – and instead want to work with an experienced partner towards preservation, safe growth, and good stewardship. Contact us using the form below and we’ll get back to you in 24 – 48 hours. We do not sell or distribute your information.
Alternatively, you can schedule a no-obligation consultation through Calendly.
Book an Appointment
Schedule a phone call or virtual meeting with a client development advisor, using our Calendly booking tool. Simply select a date and time that works for you, and we’ll reach out.
Email Us
Fill out our contact form and we’ll reach out to you shortly.
Exceptionally experienced investment leadership
Exceptionally experienced investment leadership
Chief Investment Officer Ken Frier has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett- Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust, and having overseen up to $60 billion.
Founder and Managing Partner Jono Tunney founded Atlas Capital in 2003 and led its development to $1 billion in client assets. Jono also devised the multi-factor equity strategy used in client portfolios. Before that, he was responsible for worldwide currency risk management and more than $100 billion in annual foreign exchange transactions as Director of Foreign Exchange for Hewlett Packard.
Our leadership is supported by a full team of dedicated professionals with decades of collective market experience, and bring quantitative and computer programming skills to the management of client portfolios.
A better investment model for nonprofits
A better investment model for nonprofits
The Atlas Capital model OCIO approach raises the probability of better investment outcomes than most nonprofits achieve. Our approach combines advantages in asset allocation, risk management and fees. The additional investment return helps nonprofits have an even greater ability to advance the mission they serve.