01
Every business is unique, and so are its retirement needs. We work closely with employers to design and implement customized retirement plans that align with the company’s goals and support the financial well-being of employees.
02
As a Registered Investment Advisor, we operate under a fiduciary duty. This means we prioritize your best interests, providing unbiased advice and acting with the utmost integrity when managing your company’s retirement plan.
03
We believe that an informed workforce is crucial for the success of any retirement plan. Our team offers employee education to help individuals understand their retirement options, empowering them to make informed financial decisions.
04
Our experienced investment professionals conduct rigorous due diligence to select and monitor investment options within retirement plans. We focus on delivering a diverse and well-managed investment lineup to help participants achieve their financial goals.
05
Navigating the regulatory landscape of retirement plans can be complex. Atticus Wealth provides ongoing support to ensure your plan remains compliant with changing regulations, mitigating risks and liabilities for your business.
01
Our institutional services extend to managing endowments and foundations. We align investment strategies with your organization’s mission, helping you fulfill your philanthropic objectives.
02
For organizations with pension funds, we offer strategic investment management services. Our goal is to optimize returns while managing risks in accordance with your pension fund’s objectives.
03
We provide institutional clients with comprehensive insurance and risk management solutions. Safeguard your organization against unforeseen risks with our expert guidance.
Discover the advantages of partnering with Atticus Wealth for your corporate retirement plan and institutional needs. Contact us today to schedule a consultation and explore how our expertise can contribute to the financial success of your business.
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 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.
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.
