Portfolio Management
Portfolio management, the ideal instrument for a tailor-made service
Whether you’re a financial market expert or a novice looking to benefit from solid, recognized expertise, Atlas Portfolio Management offers you progressive asset and financial solutions that meet your expectations in terms of performance, risk level, security and transparency. With the strength of more than 20 years’ experience in the financial markets, our experienced team enables you to benefit from optimized asset allocation and rigorous stock selection, for performances superior to those that an individual investor could achieve. Over a 5-year period, Atlas Portfolio Management has outperformed benchmarks in all categories by an average of 80 basis points.
Protect your assets: a capital guarantee can be provided
Grow your portfolio: a competitive guaranteed rate of return
Liquidity: a percentage of liquidity offered without penalty
Privileged relationship: based on trust, availability and the ability to listen.
Private, Institutional and Corporate clients
Our approach is based on a 4-step process:
Inventory of assets and cash flows
Analysis of needs, objectives and constraints
Balance sheet and investment strategy
Adaptation
5 different management profiles
Five management profiles have been defined by the Atlas Portfolio Management teams to meet clients’ objectives. Each profile corresponds to a specific portfolio allocation.
The manager will advise you on your choice of management agreement, from the most cautious to the most audacious, to ensure that your investment is in line with your goals.
I believe that, one day, we’ll look back on the times we’re living in now and say: “it was a great time to invest” – Mary Callan Erdoes