Simplified Investing

Simplified Investing

Managed For You.

Managed For You.

Investment management & retirement planning for individuals and businesses.

Easily transfer your existing accounts from:

Acorns

Alinea

Betterment

Charles Schwab

Edward Jones

Fidelity

Robinhood

SoFi

TD Ameritrade

Vanguard

Webull

Wells Fargo

…or any other brokerage

How It Works

An investment platform that finally makes sense.

Built to grow with you – investing, retirement planning, and financial advising with a REAL, HUMAN advisor.

Step 1: Open Your Account

Simple Application

Sign up for an account in minutes. Our client portal will recommend an account and portfolio personalized for you.

Step 2: Fund Your Account

Recurring Deposits

Link your bank account and set up recurring investments to take full advantage of the Atticus platform.

Step 3: Watch Your Money Soar

We go to work

That’s it! Our team of advisors immediately starts managing your accounts, meaning you can sit back and relax! 

The Atticus Application ExperienceQuick ApplicationQuick ApplicationAccount RecommendationOpen Multiple AccountsTransfer AccountsRisk ProfilePersonalized Portfolio
Account Recommendation
Open Multiple Accounts
Transfer Accounts
Risk Profile
Personalized Portfolio

WHY ATTICUS

Intelligent investing

We can recommend a professionally managed investment portfolio that rebalances automatically.

A guiding hand

We offer investment portfolio recommendations, financial education, and personalized 1:1 support.

No transaction fees

We won’t nickel and dime your account. We don’t charge distribution, rollover or commission fees.

PERSONAL INVESTING
$0 /month
+ 0.125% monthly account fee

Not sure yet?
Your first 30 days with Atticus are free. Always. It’s our way of saying welcome to the Atticus Community!

PERSONAL INVESTING
$0 /month
+ 0.125% monthly account fee

Not sure yet?
Your first 30 days with Atticus are free. Always. It’s our way of saying welcome to the Atticus Community!

WHY ATTICUS

Intelligent investing

We can recommend a professionally managed investment portfolio that rebalances automatically.

A guiding hand

We offer investment portfolio recommendations, financial education, and text, phone, and 1:1 advisor support.

No transaction fees

We won’t nickel and dime your account. We don’t charge distribution, rollover or commission fees.

Built with you in mind

We’re putting a modern twist on the traditional financial advisor, and we’ve developed a platform that works for you so you don’t have to.

  • Easy

  • Stress-free

  • Personalized

Atticus: Open an account today

Easy

Invest with as little as $1! With no minimum investment, we’re making investing accessible to everyone.

Stress-free

We manage your money so you don’t have to. Relax, knowing that our analysts are continuously monitoring your portfolio.

Personalized

We recommend a custom portfolio to meet your goals. We also offer 1:1 advisor support to answer any questions you have.

Built with you in mind

We’re putting a modern twist on the traditional financial advisor, and we’ve developed a platform that works for you so you don’t have to.

  • Easy

  • Stress-free

  • Personalized

Atticus: Open an account today

Easy

Invest with as little as $1!

Stress-free

We manage your money so you don’t have to.

Personalized

We recommend a custom portfolio to meet your goals.

Personalized investing

By answering a few questions we can recommend a portfolio to fit your goals, or you can browse our portfolios and invest the way YOU want to

Popular Portfolios     All Portfolios

Popular Portfolios
All Portfolios

Recession Resistant

Recession Resistant

Position your portfolio to help resist a downturn with the chance our economy enters into a recession.

Women-Led

Women-Led

A diversified fund consisting of only women-led businesses, committed to breaking the gender barrier.

Electric Vehicles

Electric Vehicles

Portfolio of companies that are paving the way for the future of EVs (electric vehicles).

'Everyday'

'Everyday'

A portfolio of the companies you use on a daily basis like Nike, Spotify, Target, Starbucks, and more.

Top 500

Top 500

The best of the best. Tried-and-true. A portfolio of the top 500 companies in the US.

Clean Energy

Clean Energy

A sustainable portfolio that tracks companies working to make positive environmental change.

Recession Resistant

Recession Resistant

Position your portfolio to help resist a downturn with the chance our economy enters into a recession.

Women-Led

Women-Led

A diversified fund consisting of only women-led businesses, committed to breaking the gender barrier.

Electric Vehicles

Electric Vehicles

Portfolio of companies that are paving the way for the future of EVs (electric vehicles).

'Everyday'

'Everyday'

A portfolio of the companies you use on a daily basis like Nike, Spotify, Target, Starbucks, and more.

Top 500

Top 500

The best of the best. Tried-and-true. A portfolio of the top 500 companies in the US.

Clean Energy

Clean Energy

A sustainable portfolio that tracks companies working to make positive environmental change.