A Registered Investment Advisor (RIA) is a firm that provides personalized financial advice and investment management services to individuals, families, and businesses. RIA firms have a fiduciary duty to their clients.

As a boutique RIA firm, Atticus offers a more personalized and tailored approach to investment management, financial planning, and estate planning. You can expect a higher level of attention and customization to meet your unique financial goals. We strive to deeply understand your family. Based on that understanding, we then apply our data focused approach to ensure the best outcome is provided to your family. This approach ensures the highest level of confidence in the strategies recommended and implemented by our firm on behalf of your family.

Atticus charges fees for the assets that the firm manages for its clients. This fee-only structure aligns our interests with yours, as we succeed when your portfolio grows.

Atticus distinguishes itself through a commitment to personalized service, top tier technology, data focused recommendations, and a focus on building long-term relationships. We prioritize understanding your unique needs and clearly demonstrating how our strategies will help you achieve your financial objectives.

Our technology can provide updates at any time for your portfolio. Additionally, we are available to discuss any changes in your financial situation or address any concerns you may have. We believe in a client driven experience. Our commitment is to serve as your family’s situation requires.

To get started, simply reach out to us through our contact page or schedule a consultation. During the initial meeting, we'll discuss your financial goals, assess your current situation, and determine how our services can benefit you.

Atticus welcomes clients with a range of investment sizes, typically with a minimum of $500,000. While there is no strict minimum, we recommend reaching out to discuss your specific needs and determine how we can best assist you.