Thank you for accessing the Atlas Private Wealth Management, LLC (“Atlas”) public internet site. In addition to the important information at the bottom of each page of our website (including our ADV Part 2A Brochure, Form CRS, CCPA Privacy Notice and privacy notice), please review the following disclosures and our Terms of Use. We want you to understand this information. Should you have any questions, please contact us.

The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply any level of skill or training. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide any services described herein. Colony provides individuals and institutions with personalized financial and investment advisory services. On 06/01/24, Atlas Private Wealth Management, LLC (“Atlas”) merged with and into Colony. Clients of Atlas assigned their advisory agreements to Colony.

This website is provided by Atlas for general information and educational purposes only. The information presented here is not specific to any individual’s personal circumstances and, as such, may not be suitable for all individuals. It should not be construed as an offer, recommendation or solicitation for any product or strategy; nor should it be construed as an offer, recommendation or solicitation for any product or strategy; nor should it be construed as legal, investment, accounting or tax advice. Please consult your attorney or other advisor regarding your specific legal, investment, accounting or tax situation.

You acknowledge and agree that Atlas is not acting in any fiduciary capacity, nor is any client or fiduciary relationship created, as a result of your use of, or access to this information.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK INCLUDING LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses. No inferences pertaining to performance should be made by the viewer. Economic factors, market conditions, and investment strategies will affect the performance of your portfolio and there are no assurances that it will match or outperform any particular benchmark.

Atlas believes the information on this site, including, but not limited to, market or other financial information is correct and reliable, but does not warrant that information contained on this site will be timely, accurate, uninterrupted, or error free. As such, this information is provided AS IS for reference and is neither an endorsement of any security nor offered to provide any investment advice. Further, the information and services described on this website are not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Hyperlinks are provided as a convenience and we disclaim any responsibility for information, services, or products found on web sites linked thereto. By clicking on any hyperlink you may leave the content and website of Atlas and upon transfer to a third party website please note Atlas has neither control over nor offers endorsement for the content contained therein. Accordingly, Atlas cannot be held responsible for errors or omissions in that material as Atlas has no participation in the creation of said third party content. This disclaimer applies to both isolated and aggregate uses of the information.

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