INDEPENDENCE. INNOVATION .PROXIMITY.
Atlas Financial Group was founded as a boutique-style financial firm whose principal and only objective is the client and its needs. After having worked at some of the most powerful financial firms, such as Citigroup, Morgan Stanley and Raymond James, our founder, Luis Alayo-Riera, came to the conclusion that the interests of these firms are not completely synced with those of the clients, therefore, they do not share the same objectives.
Our team believes that all clients, whether a big institution, a company, an individual or retiree, are entitled to have knowlegeable and top quality professional advice in order to manage all of their financial needs and to obtain the best portfolio performance, simultaneously achieving their financial goals.
One of our core values is the proximity and the personal relationship we have with our client. Because we strongly believe that by establishing a relationship of mutual trust, we could better understand the personal financial needs of each client.
HOW DO WE MAKE IT POSSIBLE?
One of our core values is the proximity and the personal relationship we have with our client.
Because we strongly believe that by establishing a relationship of mutual trust, we could better understand the personal financial needs of each client.
OUR OBJECTIVE IS TO DESIGN A PERSONALIZED PLAN THAT ADAPTS TO OUR CLIENTS’ SHORT- TERM AND LONG-TERM GOALS
Founding Atlas Financial Group means
recuperating the fundamental values of the
financial industry, where the advisor and the
client have the real relationship.
WE SET THE CLIENT AS TOP
PRIORITY AS WELL AS LOOKING
FOR THE NECESSARY SOLUTIONS
TO REACH THE CLIENT’S
ATLAS FINANCIAL GROUP ASSET MANAGEMENT COMMANDMENTS:
1. Fiduciary duty; client is always first.
2.Understand each client’s objectives and risk tolerance based on the Investment Policy.
3. Grow and protect our clients’ assets without incurring unnecessary risk.
4. Add value through a disciplined Asset Allocation approach.
5. Add value within each asset category through global industry/sector allocation and security selection.
6. Reduce portfolio volatility through prudent management of assets.
7. Manage client portfolios within the disciplines determined in the Investment Policy Statement.
8. Provide clients full transparency; all fees are clearly defined in the Investment Policy Statement.
OVER TWENTY YEARS
OF EXPERIENCE IN THE FINANCIAL INDUSTRY
To be recognized as a financial group that focuses on the
core values of relationship and trust from the client as a close
family bond. We strive to distinguish ourselves at the same
time by providing and implementing innovative strategies to
reach our clients’ goals.