Atlas Indicators Investment Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Atlas Indicators Investment Advisors, Inc. is a small financial services firm based in Rancho Cucamonga, California.
It was founded in 2009 by J R Capps and Christopher Cox during a period of turmoil in the global banking system, with the goal of developing new approaches for evolving markets.
The firm offers a range of services focused on individual and retirement planning, including discretionary portfolio management, retirement plan services, independent management for individual 401(k) plans, Medicare supplement plans, retirement income distribution planning, and long-term care insurance.

Advisory services are provided through Cooper McManus, a SEC-registered investment adviser, while securities are offered through Securities America, Inc., a registered broker-dealer and FINRA/SIPC member; the two entities are not affiliated with Atlas Indicators.
The arrangement places Atlas within the financial services sector as an independent provider serving clients with retirement and personal financial needs, operating on a small team.

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