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

OBJECTIVES.

MISSION

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

VISION

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.