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Wealth Solutions
A proven investment platform
70+
dedicated professionals
20+
years average industry expertise
35+
CFA chart holders and professional designations
Our philosophy
The core principles of our approach to portfolio management
Investment offering
Benefit from portfolios tailored to your financial profile via an open-architecture platform that integrates a wide range of asset classes, investment styles and vehicles. By blending proprietary strategies with leading external managers, we deliver diverse expertise and robust solutions for long-term success.
Unlock investment mandates designed for you unique preferences, whether focused on income generation, values-based investing, active or passive management or enhanced liquidity.
Capture opportunities across global markets and asset classes. Our platform positions your portfolio to capture growth wherever it emerges, leveraging insights from both domestic and international landscapes.
Access exclusive alternatives — including hedge funds, private markets and real assets — curated through rigorous due diligence and seamlessly integrated for diversification and growth.
Enhance and preserve your wealth with tax-sensitive strategies — including rebalancing, tax-loss harvesting and low-turnover approaches — designed to maximize after-tax returns.
Count on proactive portfolio management and continuous monitoring to ensure your investments remain aligned with your goals as markets evolve.
We start with what you need — not what we have to offer.
Team spotlight
Chief Investment Officer
Boston, MA
Senior Investment Strategist
Washington, DC
Global Head of Alternative Investing
Boston, MA
Head of Equity Management & Portfolio Oversight
New York, NY
Head of Fixed Income
Chicago, IL
Lead Portfolio Manager, Energy Infrastructure
Denver, CO
The CIBC Atlas Funds are a mutual fund family, offering a range of investment strategies that may fit within your asset allocation.
The Federal Reserve (Fed) left its target policy rate unchanged today at a range of 3.50%–3.75%.
