Seeking Alpha

Jonathan Tunney, CFA

Jonathan Tunney, CFA is the managing principal of Atlas Capital Advisors LLC, a fee-based investment advisor based in San Francisco, with clients across the country.

Atlas Capital Advisors manages both ‘risk’ and ‘conservative’ assets on an individual account basis with assets custodied at Charles Schwab and Interactive Brokers LLC.

For risk assets, the investment approach is based indexation techniques but with a value and momentum tilt. The conservative asset approach is based on the individual yield, liquidity and security needs of each individual client. We utilize both ETFs and individual securities to obtain our desired portfolio structures.

Prior to founding Atlas Capital Advisors, Mr. ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Monthly
  • Interests: Bonds, ETFs, Forex
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