ATLAS FIDUCIARY SERVICES, INC.

Overview

Atlas Fiduciary Services, Inc. is an independent, SEC‑registered registered investment adviser that serves both individual and institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses and provides pension consulting services. Its fee model mixes a percentage of assets under management with hourly billing, and it operates under individual ownership rather than as part of a broker/dealer or large network. Investment activity skews toward publicly available pooled products, with a large proportion of client portfolios held in mutual funds and other public funds. The firm is not identified as an active ESG investor and is not listed as a multi‑state adviser in its filing, though it maintains physical offices in more than one state. Atlas does make use of third‑party alternative managers—chiefly hedge funds—alongside its mutual fund allocations to add diversification and potential return streams outside traditional long‑only strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices