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Atlas Capital Management Corp., is registered with the United States Securities and Exchange Commission (SEC) as an Investment Advisor and has filed notice as prescribed under the National Securities Markets Improvement Act of 1996 as a Federal Covered Advisor in multiple states and/or Territories. A complete listing of notice filings are available in Atlas Capitals’ Form ADV Part 2A located below or on the Securities and Exchange Commission website.


1. A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if that are excluded or exempted from the state’s broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and

2. Follow-up individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

3. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.

Ownership
Terms and Conditions of Use
Trade Names/Trademarks
Past Performance
Privacy Notice Policy
Proxy Voting Notice
Links to Other sites
Representations as to Content
Security of Transmissions
Limitations on ACMC’s Liability
Software License
Enforcement
Modification/Integration
ADV Part 2A
Code of Ethics
No Investment Advice or Offers
Password Protection
Limitations of Damages
Indemnification and Release
Governing Law; Statute of Limitations


This web site is owned and operated by Atlas Capital Management Corp., ("ACMC"). Except where otherwise indicated, the content featured or displayed on this web site, including, but not limited to, text graphics, photographs, images, moving images, sound, illustrations and software, belongs to ACMC, its licensors and its content providers, and is protected by copyright, trade dress, moral rights, trademark and other laws relating to intellectual property rights, to the fullest extent applicable under both United States and foreign laws. Unauthorized use of the materials available on this web site could subject you to liability under copyright, trademark, unfair competition, and other laws of the United States.

ACMC authorizes you to copy materials on this site to a hard drive for the purpose of viewing and using the site on your computer. You may also print portions of the site in hard copy for the sole purpose of facilitating your personal, noncommercial use and retention of information from the site. You may not sell or modify the material or reproduce, republish, display, publicly perform, distribute, or otherwise use the material in any way for any public or commercial purpose. Unauthorized use of this material on any other web site or in a networked computer environment for any purpose is prohibited.
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ACMC developed this website in order to provide an information service to its clients and their agents, its Broker/Dealer and RIA partners and other visitors. All information found in the pages of this website is protected under the copyright laws of the United States of America. No information found on the pages of this website may be copied, redistributed, reproduced or republished without the express written consent of ACMC and unless the copyright notice is included.
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Atlas Capital Management Corp. is a trade name of ACMC. Other parties' trade names or trademarks used, depicted or identified on this web site are the property of their respective owners, used here by permission, and may be registered in one or more countries. Use on this web site of the trade name(s) or trademark(s) of any other party is not intended to imply ACMC's affiliation with or endorsement of that party, or that party's sponsorship or endorsement of ACMC and it's products or services.
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Because markets are influenced by a variety of changing conditions, future performance based on prior results should not necessarily be assumed.
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Pursuant to Regulation S-P adopted by the Securities and Exchange Commission, it is the policy of Atlas Capital Management Corp. (“ACMC”) to keep confidential nonpublic personal information (“information”) pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances, etc.) unless ACMCs is:

1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with ACMC, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.);

2) required to do so by judicial or regulatory process; or

3) otherwise permitted to do so in accordance with the parameters of Regulation S-P.

The disclosure of information contained in any document completed by the client for processing and/or transmittal by Atlas in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for ACMC (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. Each individual and/or entity affiliated with ACMC is aware of ACMCs’ Privacy Policy, and has acknowledged his/her/its requirement to comply with same. In accordance with Atlas’ Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for Atlas to perform its services for the client, and to comply with applicable regulatory procedures and requirements.

Should you have any questions regarding the above, please contact Jerry L. Jacobs, President of Atlas Capital Management Corp., at (260) 637-2857.
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The SEC has recently amended the Investment Advisers Act of 1940 to require investment advisors to notify their clients of its policy of the voting of proxies. Atlas Capital Management Corp. does not vote any proxies. It is the responsibility of each client to vote their proxies if they wish. This responsibility may not be transferred to Atlas Capital Management Corp.
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The web site may contain links to web sites not operated or maintained by ACMC. These links are provided solely as a convenience to you and not as an endorsement by ACMC of the content of such third party web sites. ACMC is not responsible for the content of the sites of others and makes no representation regarding the content or accuracy of materials on such sites. If you decide to access linked third party web sites, you do so at your own risk, and waive any and all claims against ACMC regarding the inclusion of limits to outside web sites or your use of those web sites. The third party sites may contain "User Agreements" or "Terms and Conditions" to which you are subject while using those sites. ACMC DISCLAIMS ANY WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OR FITNESS FOR ANY PARTICULAR PURPOSE. ACMC DOES NOT WARRANT OR REPRESENT THAT THE CONTENT ON THE SITE IS COMPLETE OR UP-TO-DATE. We encourage you to become familiar with the privacy policies of any linked sites when you access them. While ACMC has endeavored to compile accurate and timely information, and has relied on sources it believes to be reliable, the postings on this website may include inadvertent technical or factual inaccuracies and typographical errors.
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ACMC uses reasonable efforts to ensure the accuracy, correctness and reliability of this site's content, but we make no representations or warranties as to the accuracy, reliability, completeness, or timeliness of any information or material on the site. However, ACMC disclaims any duty to update any information contained in the web site and, therefore, some content may not be accurate. The use of the web site and the material is at your own risk. The materials on this web site are provided for promotional and informational purposes only, and are not intended for any other use, or as advertisements or endorsements of the products or services of any party other than ACMC. Changes are periodically made to the web site and may be made at any time.
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Transmissions made to ACMC via the Internet are not secure; confidentiality of any information cannot be assured. ACMC does not accept any responsibility for damages suffered from the transmission of confidential or sensitive information on the Internet.
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Disclaimers of warranties: ACMC does not warrant that the web site will operate error-free or that this web site and it's server are free of computer viruses and/or other harmful materials. If your use of the web site or the material result in the need for servicing or replacing equipment or data, ACMC is not responsible for those costs. The web site and material are provided on an "as is" basis without any warranties of any kind to the fullest extent permitted by law. ACMC disclaims all warranties, including the warranty of merchantability non-infringement of third parties rights, and the warranty of fitness for particular purpose. ACMC makes no warranties about the accuracy, reliability, completeness, or timeliness of the material, services, software, text, graphics and/or links. Disclaimer of consequential damages, except as otherwise required by applicable law, neither ACMC nor its directors, employees, licensors content providers, affiliates or other representatives will be liable for any damages whatsoever, including without limitation any direct, indirect, incidental, consequential, special and exemplary damages, arising from the use or performance of this web site or from any information, services or products provided by or through this web site, even if ACMC has been advised of the possibility of such damages remedy if you are dissatisfied with this web site, or any portion thereof, your exclusive remedy shall be to cease using the web site.

Some U.S. states and foreign countries do not permit the exclusion or limitation of implied warranties or liability for certain categories of damages. Therefore, some or all of the limitations above may not apply to you to the extent they are prohibited or superseded by state or national provisions. PAS makes no representation of any kind with respect to the applicability and enforceability of laws or policies of countries other than the United States over the content of this web site and the provisions of these "Terms and Conditions".
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Any software that may from time to time be made available for downloading from this web site is protected by copyright and may be protected by other rights. The use of such software is governed by the terms of the software license agreement or designated "Legal Notice" accompanying such software. The downloading and use of such software is conditioned on your agreement to be bound by the terms of the "License Agreement".
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Should any clause of these "Terms and Conditions of Use" be found unenforceable, wherever possible this will not affect any other clause and each will remain in full force and affect. ACMC's failure to expressly enforce any provision of these "Terms and Conditions" does not waive its rights to enforce that or any other provision.
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We reserve the right to change these "Terms and Conditions", and other information available on this web site, without notice. These conditions set out the entire agreement between ACMC and you relating to your use of this web site.
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Click here to access a printable version of the ADV Part 2A form.
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Click here to access a printable version of the Code of Ethics.
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The content of this website is strictly for information purposes only and does not constitute an offer or solicitation to purchase or sell any securities, or a recommendation of any security. Neither is this website a solicitation or offer to sell investment advisory services except in jurisdictions where ACMC is registered or where an exemption or exclusion from such registration exists. ACMC does not render or offer to render personalized financial, investment, tax, legal or accounting advice through this website. No visitor to this website should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.

Performance information presented on this website is historical, and is not indicative of future results.
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Access to certain portions of this website is password protected. Passwords should be kept strictly confidential and should not be shared with any other persons not authorized by ACMC. ACMC reserves the right to terminate, at any time, any user's access to password-protected portions of this website.
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Under no circumstances shall ACMC be liable for any direct, indirect, special, consequential, punitive or other damages that result from or relate to the use of, or the inability to access or use, the information, materials, content or function on this website or a linked site.
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By accessing this website, you agree to indemnify ACMC and hold it harmless from any and all claims and expenses, including attorney's fees, arising from use of this website. In addition, you hereby release ACMC from any and all claims, demands, damages, costs and expenses of any kind or nature whatsoever, whether known or unknown, that you may have against it arising out of or in any way related to such access and use.
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This website is published in the United States for residents of the United States. Persons who are not residents of the United States are subject to securities and tax legislation within their applicable jurisdictions that are not addressed on this website. No investment advisory service will be offered or sold in any jurisdiction in which such offer, solicitation or sale, would be contrary to the securities laws or other local laws and regulations. By accessing this website, you agree that the laws of the State of Indiana will apply to all matters relating to the use of this website, without regard to its conflicts of laws principles and, further, that any actions arising out of your use or access to this website shall only be brought in the courts of the State of Indiana. ACMC makes no representation that materials on the website are appropriate or available for use in other locations. Those who choose to access this website from other locations do so on their own initiative and are responsible for compliance with local laws.

Any cause of action you may have with respect to your use of this website must be commenced within one (1) year after the claim or cause of action arises. If for any reason any provision hereof is found, by a court of competent jurisdiction, to be unenforceable, that provision shall be enforced to the maximum extent permissible so as to implement the intent of these terms, and the remainder shall continue in full force and effect.
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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS
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ACMC is an SEC registered investment adviser located in Fort Wayne, Indiana. ACMC is in compliance with the current filing requirements imposed upon SEC registered investment advisers and in those states in which ACMC maintains clients. ACMC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A complete listing of notice filings are available in ACMC’s form ADV Part 2A contained in the Disclosure section of this site or on the Securities and Exchange Commission website. ACMC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publication, and links. Accordingly, the publication of ACMC’s web site on the Internet should not be construed by any consumer and/or prospective client as ACMC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy, including the investments and/or investment strategies recommended and/or purchased by ACMC or products made reference to directly or indirectly in this website, or indirectly via a link to and unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. ACMC’s investment strategies may involve above-average portfolio turnover which could negatively impact the net after-tax results in non-qualified accounts.

At certain places on ACMC’s website, links of other Internet addresses can be accessed. Such links contain information created, published, maintained, or otherwise posted by institutions or organizations independent of ACMC. ACMC does not endorse, approve, certify, or control these links and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at these sits. Use of any information obtained from such sites is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, and manufacturer or otherwise does not constitute or imply endorsement or recommendation by ACMC.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to ACMC’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from ACMC or from any other investment professional.

ACMC does not warrant or guarantee that this website will be uninterrupted, secure, or free of errors. In no event shall ACMC or its officers, directors, principals, associates, agents, and or employees be liable for any claims, liabilities, losses, costs, and or damages, including indirect, punitive, incidental, special, or consequential damages, arising from or in any way connected with the use of or inability to use this website or with any delay in using this website, or any information or materials obtained through this website, or otherwise arising out of the use of this website.


Disclosure Section          Privacy Notice          Proxy Voting          ADV Part 2A          Code of Ethics
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