Passion. Experience. Diligence.
Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our firm is dedicated to providing excellent investments through a curated team of investment managers and financial planners.
Whether you're a high-net-worth individual or family, business owner, or trustee Atticus Wealth Management works to deliver a customized, comprehensive wealth management experience. By utilizing modern fin-tech and a curated team of financial planners, market technicians, and investment managers, we bring extensive experience and professionalism to every client, constantly analyzing their investment opportunities, needs, concerns, and objectives. We complement this diligent management with a concierge approach to client service, building relationships that last for years to come.
Investment & Asset Management
Atticus Wealth Management is a registered investment advisor with an extensive arsenal of investment capabilities. Maintaining market data access 24 hours a day, Atticus connects directly to 120 markets in 26 countries and 22 currencies. Atticus' Active Investor Services eliminates ticket charges, pays market rate interest on idle cash balances, and constantly searches for best price execution through an advanced order routing system for stocks and options.
For clients who place a priority on philanthropy, we couldn't agree more. As part of Atticus' own charitable giving, we are honored to be a part of our client's philanthropic ventures. With Atticus' team of professionals, we assist in devising the most tax efficient and appropriate ways to support charities and nonprofits. Because there are a myriad of ways to provide support, Atticus helps determine the proper methods and assets to donate. Whether it be direct gifts, charitable remainder trusts, or private foundations, Atticus coordinates with attorneys, accountants and other professionals to reduce estate and income taxes while providing support to local and national charities, educational institutions, and religious 501(c)(3)'s.
Private Wealth Management
For affluent individuals and families, Atticus provides customized, unbiased advice and guidance tailor-made to each client's specific situation. With a focus on protecting and growing wealth across generations, Atticus' financial planners and portfolio managers evaluate each client's financial situation, define and prioritize goals, implement strategies and monitor progress, adjusting as needs change. Committed to providing a truly comprehensive and concierge experience, Atticus' professionals will coordinate with client's attorneys, accountants, or other professionals creating a dedicated team to assist in reaching defined goals.
Atticus provides guidance, compliance, and investment services to nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer sponsored retirement plans. For employer sponsored 401(k) plans, Atticus serves as a 3(38) fiduciary, overseeing compliance, plan design, plan administration, and participant educational programs, in addition to making investment decisions and selections for plan sponsors.
Atticus Wealth Management’s objective is to minimize risk over our long-term time horizon, which ranges from five to fifteen years. We control risk by employing a core and satellite approach, investing primarily in a core allocation of exchange traded funds and a satellite of companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to diversified, liquid ETF’s and companies that have sustainable competitive advantages and earn superior cash returns on invested capital. Additionally, we understand that businesses are managed by hard working people who must skillfully navigate their business in the face of real issues. As a result, we believe it's important to evaluate the stewardship of each management team, assessing their history and ability to add strength and value while generating excess returns for shareholders. We are not high risk day traders or speculators. We are long-term owners of the best business enterprises in the world.
We know that finding the right wealth management firm is a choice not to be taken lightly. That's why we offer free consultations to walk you through your needs, your goals, and your current financial status.
1175 Peachtree St NE, 10th Floor
Atlanta, Georgia 30361