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 performance is available for a variety of benchmark beating strategies.
Prior to joining Atlas in 2011, Scott held a number of executive positions with Hewlett Packard, including VP of Corporate Finance and Foreign Exchange, and VP of Worldwide Financial Planning and Analysis. Prior to these roles, Scott was VP of Foreign Exchange Sales at Merrill Lynch. Scott holds a BA in quantitative Economics from Stanford University, an MBA in Finance from the Anderson School at UCLA, and the Chartered Financial Analyst designation.