Michael Bodnyk, CFA
Partner at Atlas Capital Advisors, LL
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Atlas Capital Advisors
Michael Bodnyk, CFA
Portland, OR
Serving Clients Nationwide
Partner at Atlas Capital Advisors, LL
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Mike Bodnyk is Partner at Atlas Capital Advisors and has two decades of industry experience managing investment portfolios and developing computer systems for risk management, portfolio optimization, back-testing and trading applications used by billion-dollar hedge funds and registered investment advisors. Prior to joining Atlas, Mike was co-founder and Managing Director of Stallia Capital Management, overseeing risk management operations and assisting with the research and development of proprietary trading strategies.Mike began his career in Finance working for Evolution Capital Management, a US-based hedge fund with an expertise in trading Asian equity-linked derivatives. Mike served on Evolution's risk management committee with the responsibility of overseeing risk reporting operations for all of the company's funds, reporting directly to the company's founder and chief investment officer. With combined assets under management of nearly two billion dollars, Mike was responsible for monitoring more than seven billion dollars of equity and equity-linked derivative exposures.
Mike assisted with the development of new investment strategies for Evolution’s proprietary trading desk and helped set up and launch an Asia-based volatility trading desk where he co-managed a portfolio of Korean and Japanese listed equity index options. Mike worked directly with Evolution's Marketing Director and CEO to help raise capital for the company's funds and began his tenure working under the General Counsel with a focus on regulatory compliance.
Mike graduated from Simon Fraser University (Dean's Honour List) with a BSc in Business Administration and Computing Science.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
Portland, Oregon
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Atlas Capital Advisors is an independent, fee-only investment advisor dedicated to providing unbiased advice to our clients.Our specialty is designing and managing sophisticated, tax-sensitive portfolios based on a quantitative and academically-rigorous investment process.
We serve affluent individuals, families, trusts, foundations, and privately held businesses. As a fiduciary, we always act in your best interest.
Our core concepts form the foundation of our systematic approach to client portfolios.
✔️ Asset allocation: Prioritize asset allocation decisions, as they have the largest impact on portfolio outcomes.
✔️ Global equity management: Implement factor-based equity investing to tilt toward factors historically associated with stronger risk-adjusted returns. Do so with a low-cost direct implementation.
✔️ Fixed income portfolio management: Include fixed income as a standalone strategy or as part of a balanced portfolio to generate a modest return with low risk of loss.
✔️ Tax strategy optimization: Execute only those transactions which are advantageous on an after-tax basis.
✔️ Markets and the economy: Monitor macroeconomic metrics for signs of broad market risk and use them to further inform allocation decisions.
✔️ Endowment model for all: Invest endowment assets using the Atlas core concepts to achieve returns competitive with “The Endowment Model,” outcomes, with a more cost-effective, liquid and understandable investment strategy.
Education
Simon Fraser University, BSc, Business Administration & Computer Science | National University of Singapore BSc, Business Administration & Computer Science
Badges
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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