SERVICES

 

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.  

Philanthropy

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.    

Institutional services

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.