Investing made simple

Open an Account
Account Options
How We Invest
Our Portfolios
How We’re Different
Learn More About Investing

Investing made simple

Open an Account
Account Options
How We Invest
Our Portfolios
How We’re Different
Learn More About Investing

Account options

Individual Accounts

We offer a variety of accounts on the individual side, which include:

Regular Investment Accounts
↳ 
Individual Account – a general account for an individual to invest
↳ 
Custodial Account – opened with an adult that allows a minor (under 18) to invest
↳ 
Joint Account – a general account shared between two or more individuals
Individual Retirement Accounts (IRAs)
↳ 
Roth IRA – save money for retirement with tax-free growth (client favorite)
↳ 
Traditional IRA – save money for retirement on a tax-deferred basis
↳ 
Rollover IRA – roll your existing company retirement plans into an IRA
Learn more

Business Accounts

Regardless of your business size, we have a plan that’ll fit your needs, and we’re here to grow with you as well!

Business Retirement Accounts
↳ 
SEP IRA – SEP stands for Simplified Employee Pension plan, and these plans are popular retirement accounts for self-employed individuals and other small business owners
↳ 
SIMPLE IRA – SIMPLE stands for Savings Incentive Match Plan for Employees, and these plans are popular retirement accounts for small to medium-sized businesses with 100 employees or less
↳ 
401(k) – a 401(k) is a retirement savings and investing plan that employers offer, and employers have the option to match employee contributions to incentivize them to save for retirement
Learn more
Still have questions? Chat with us!
How We Invest

How we invest

Portfolios

We create a customized portfolio to fit your goals. A portfolio is a collection of investments that you own. Our portfolios are made up of stocks, bonds, and ETFs.

Stocks & Bonds

Stocks are shares of ownership in a public company. Bonds are a debt investment where an investor loans money to a business or government for a specified period of time and receives interest on these bonds in return.

Exchange-Traded Funds (ETFs)

ETFs are funds made up of broad holdings of stocks or bonds. Often, these ETFs replicate an asset class or index like the S&P 500 or Dow Jones Industrial Average.

Our Portfolios

Our Portfolios

Atticus Core

Included in our Lite, Pro, and AtticusX plans – compare plans here

Conservative

US Stock Market – 48%
US Bonds – 29%
Commodities – 15%
International Equity – 7%
International Bonds – 1%

Moderately Conservative

US Stock Market – 69%
US Bonds – 16%
Commodities – 10%
International Bonds – 4%
International Equity – 1%

Moderate

US Stock Market – 79%
Commodities – 8%
International Equity – 6%
US Bonds – 6%
International Bonds – 1%

Moderately Aggressive

US Stock Market – 87%
International Equity – 8%
Commodities – 5%
US Bonds – 1% (less than 1%)
International Bonds – 1% (less than 1%)

Aggressive

US Stock Market – 85%
International Equity – 15%
Commodities – 1% (less than 1%)
US Bonds – 1% (less than 1%)
International Bonds – 1% (less than 1%)

Atticus Select

Included in our Pro and AtticusX plans – compare plans here

Big Tech

Big Tech

A portfolio comprised of the largest names in tech

Biotech

Biotech

Leading companies in the biotechnology industry, hoping to shape our future

Clean Energy

Clean Energy

A portfolio of companies working towards a cleaner future for us all

Dividend

Dividend

A portfolio of companies that have continuously paid out strong, increasing dividends

E-sports

E-sports

Companies that are leading and shaping the future of gaming

Electric Vehicles

Electric Vehicles

Companies that are paving the way for the future of EV

Empower Minorities

Empower Minorities

A portfolio dedicated to supporting companies that are supporting the NAACP

ESG

ESG

Companies that meet certain Environmental, Social, and Governance criteria

'Everyday'

'Everyday'

Our ‘everyday’ portfolio is made up of companies you likely use every day

Future of Tech

Future of Tech

This portfolio has an emphasis on AI and 5G as they continue to shape our future

Global

Global

Diversify your portfolio by investing in select global companies

Top 500

Top 500

A portfolio of the top 500 public companies in the US

Travel, Leisure, ...

Travel, Leisure, Entertainment

A portfolio of the top companies in travel, leisure, and entertainment

Value

Value

A selection of companies we see value in as they appear to be underpriced in the market

Women-Led

Women-Led

A portfolio made up entirely of women-led businesses

What Makes Atticus Different?

How we’re different

Help When You Need It

With Atticus, since we are a smaller firm, you get direct access to your financial advisor to answer any questions you have along the way. Our team is available to you via call, text, live chat, or email.

Financial Planning Support

When you open an account with Atticus, you not only get access to our investing platform, you also get dedicated financial planning tools to help you stay on track to buy that new car or save up for a down payment on your first home.

Start with Just $1

There are no minimums to open an account. Get started with as little as $1 today! Our Lite plan starts at $0/month and just 0.125% AUM/month and is perfect to begin your investing journey!

Built for You

We understand this may be your first investment account. Our simple questionnaire and advisor team will guide you through what account to open and identify what your risk tolerance is. Let us be the “Hands-On” so you don’t have to!

What are you waiting for?

Open an Atticus account today to start unlocking financial freedom for your future.

Open an Account

What are you waiting for?

Open an Atticus account today to start unlocking financial freedom for your future.

Open an Account