Strategies

Each framework is intentionally designed by our advisors to support a specific purpose in your long‑term plan. They can be used individually or combined to create a balanced, durable approach.

Atlas Legacy Strategy

Building Legacy on a Blueprint of Quality

The Atlas Legacy Strategy is built for investors who want to own a thoughtfully curated set of high-quality businesses rather than a sprawling list of tickers. The portfolio typically holds around 40–50 stocks, with an emphasis on dividend growth, balance sheet strength, and durable competitive advantages.

  • Provide attractive long-term total return through a combination of growing dividends and capital appreciation, using a quality-focused, patient approach.

    • Focus on established, cash-generative companies

    • Emphasis on dividend growers rather than ultra-high yielders

    • Sector tilts toward areas like technology, healthcare, consumer staples, and other defensive growth segments

    • Diversified across industries, but selective enough to matter

  • We pay close attention to valuation, balance sheet health, and business quality. While the portfolio is fully invested in equities and will experience market volatility, our goal is to avoid “story stocks” and fragile business models that can permanently impair capital.

  • Legacy is often suited for growth-oriented accounts—such as IRAs, Roth IRAs, or taxable accounts for investors with a multi-year time horizon who want rising income over time.

    CTA:

    • Request Atlas Legacy fact sheet

    • Discuss whether Legacy is right for your situation

Charting a Course with Purpose

Atlas Income Navigator

Navigating Income with Momentum

Atlas Income Navigator is designed for investors who want a steady stream of income today without giving up the potential for growth tomorrow. The portfolio uses a mix of ETFs that span dividend equities, preferreds, investment-grade bonds, high yield, and alternative credit—combined in a disciplined, rules-based framework.

  • Provide attractive risk-adjusted income with the potential for capital appreciation by blending multiple income sources and tilting toward areas of strength in the market.

    • Balanced mix of equity income and fixed income

    • Exposure to dividend growth equities (e.g., broad dividend funds), covered call strategies, preferreds, and core/intermediate bonds

    • Constraints on lower-quality credit to manage downside risk

    • Periodic rebalancing guided by momentum and risk metrics, not gut feel

  • Income Navigator is built to help investors stay invested through challenging markets by smoothing the ride relative to an all-stock portfolio. It will still fluctuate in value, but its diversified mix aims to reduce the emotional whiplash that leads to bad timing decisions.

  • Often used for investors nearing or in retirement, or for accounts earmarked for distributions, spending, or “sleep-better-at-night” income needs.

    CTA:

    • Request Income Navigator fact sheet

    • Explore how it could pair with Legacy

Atlas Custom HarboR

A Safe Harbor for Long-Held Positions

Structured With Purpose

Atlas Harbor Custom is designed for investors who want to retain certain positions — whether due to tax considerations, long-term appreciation, emotional attachment, or legacy factors — while still benefiting from intentional, risk-aware portfolio design. Instead of forcing unnecessary sales, we evaluate and integrate your existing holdings into a cohesive investment framework tailored to your long-term goals.

  • Provide a structured, tax-aware approach to managing long-held or low-basis assets while enhancing the overall portfolio through disciplined allocation, diversification, and ongoing oversight.

    • Built for investors with long-standing or tax-sensitive positions

    • Integrates legacy holdings into a cohesive, evidence-based portfolio

    • Preserves gains while addressing concentration risk and portfolio drift

    • Designed to build around what you already own rather than replacing it

    • Flexible transitions over time as markets, taxes, or personal goals evolve

    • Enhances diversification and strengthens the overall risk profile

  • Harbor Custom helps investors avoid unmanaged concentration, emotional decision-making, and the slow drift that often occurs when legacy positions sit without structure. We monitor correlation, sector exposure, valuation, and overall fit within the broader plan — creating confidence without forcing change.

  • Ideal for taxable accounts with embedded capital gains, inherited stock, employer stock, or meaningful positions you want to keep. It also works seamlessly alongside the Atlas Legacy and Atlas Income Navigator strategies as a complementary sleeve in a unified plan.

    CTA

    • Request Harbor Custom overview

    • Explore how Harbor Custom can fit alongside your broader strategy

LPL Enterprise Form CRS

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC,  and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Atlas Capital Advisors.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.