Atlas Capital Advisors LLC
38 Keyes Avenue
Suite 200
San Francisco, CA 94129
Jonathan Tunney, Founder
Atlas founder and Chief Investment Officer, Jonathan (Jono) Tunney, brings deep and broad expertise to bear on global economic analysis, asset allocation, business valuation, portfolio design, and risk management. His experience includes responsibility for worldwide currency risk management and more than $100 billion in annual foreign exchange transactions as Director of Foreign Exchange for Hewlett Packard.
He also has experience in treasury, corporate finance and strategic planning, including valuation, deal-structuring and negotiations for equity investments and acquisitions, and tax strategy and dividend policy analysis.
He holds a BA in Economics and Political Science from Stanford University, an MBA in Finance from the Anderson School at UCLA, and the Chartered Financial Analyst designation.
Wealth management
Atlas Capital Advisors, LLC is an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the design and management of sophisticated, tax-sensitive portfolios for affluent individuals, families, trusts, foundations and privately held businesses. Employing proven investment strategies that include separate equity and fixed income securities, we seek to produce desirable returns while minimizing costs.
Our Mission
At Atlas Capital Advisors, we believe that there are too many intermediaries in the financial services industry adding to fees but not adding value to clients. Our goal is to maximize wealth enhancement opportunities for our clients while minimizing risk. We employ an investment process that yields transparent, tax efficient, diversified portfolios that optimize the risk and reward trade off while minimizing transaction cost.
Our business was founded on four core principles:
Transparency – We believe investors want clarity and ease of understanding from an investment vehicle; they don’t want an opaque black box. Our investment process is totally transparent and clients can view their holding online. We focus on several core fundamental investing themes and are convinced that thorough academic research would lead you to have an investing approach similar to ours.- Liquidity – Clients have access to funds whenever they are needed: no “lock ups” on client holdings and no illiquid investments.
- Integrity – Our motivations are aligned with our clients. We always act as fiduciaries and do not accept soft-dollar or brokerage compensation.
- Performance – At the end of the day, investment results are the biggest measure of success. We have maintained a solid performance record since our inception in 2003.
We look forward to helping you with your financial needs.
Please be aware that Atlas Capital Advisors LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
