Atlas Brown,inc.

Investment Strategy

Atlas Brown applies a multidisciplinary and highly customized investment strategy, focusing on integrating multiple asset classes and investment styles—including traditional securities, alternatives, outside managers, and direct investments—into tailored portfolios for each client. The firm emphasizes understanding each family's unique needs and objectives, blending institutional-quality techniques with personalized solutions. Their disciplined process involves client discovery, formal investment policy statements, rigorous due diligence for investment selection (including traditional and alternative assets such as real estate, private equity, and hedge funds), and regular evaluation. The goal is to minimize volatility and optimize steady, long-term growth by blending investment styles and strategies suited to each family's financial and legacy objectives.