Seeking Alpha

Scott Bilter, CFA

ABOUT
Scott Bilter, CFA is a partner at Atlas Capital Advisors LLC, a fee-based investment advisor based in San Francisco. Atlas Capital Advisors manages both ‘risk’ and ‘conservative’ assets on an individual account basis with assets custodied at Charles Schwab, Interactive Brokers LLC, and Fidelity.

For risk assets, the investment approach is based on indexation techniques but with a value and momentum tilt, which has resulted in significant alpha generation over long time periods. 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. GIPS compliant ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Monthly
  • Interests: ETFs, Foreign stocks, Forex, Gold, Stocks - long, Stocks - short
COMPANY
Atlas Capital Advisors LLC Atlas Capital Advisors LLC is a fee-based investment advisor firm based in San Francisco. Atlas Capital Advisors manages both ‘risk’ and ‘conservative’ assets on an individual account basis with assets custodied at Charles Schwab, Interactive Brokers LLC, and Fidelity. For risk assets, the investment approach ...More
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