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

IRA (Roth & Traditional)

An IRA is short for Individual Retirement Account. If you don’t have an IRA already set up, we encourage you to start here. These accounts are limited to $6,000 maximum contributions each year. There are two types of IRA accounts we recommend:

Roth IRA – save money for retirement with tax-free growth (client favorite)

Traditional IRA – save money for retirement on a tax-deferred basis 

Individual Investment Account

If you already have an IRA set up and plan to invest more than $6,000 each year, then this account is the next step for you. There are no tax benefits associated with this account, so that’s why we recommend starting with an IRA. 

Joint Investment Account

This is a general investment account that is shared between two or more individuals. There are no tax benefits associated with this account, so that’s why we recommend starting with an IRA. 

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 Government & Corporate Bonds – 36%
International Bonds & Stocks – 8%
Small and Mid Company Stocks – 25%
Large Company Stocks – 31%

Moderate

US Government & Corporate Bonds – 18%
International Bonds & Stocks – 12%
Small & Mid Company Stocks – 20%
Large Company Stocks – 50%

Aggressive

International Stocks – 8%
Small Company Stocks – 16%
Mid Company Stocks – 10%
Large Company Stocks – 66%

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

Bitcoin

Bitcoin

You’ll gain exposure to Bitcoin returns but won’t hold the cryptocurrency directly

Blockchain

Blockchain

Companies that are helping shape the future of blockchain technology

Clean Energy

Clean Energy

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

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

Travel, Leisure, Entertainment

Travel, Leisure, Entertainment

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

Women-Led

Women-Led

A portfolio made up entirely of women-led businesses

Atticus Global

Included in our AtticusX plan – compare plans here

Brazil flag

Brazil

Brazil

A portfolio comprised of the largest names in Brazil

China flag

China

China

A portfolio comprised of the largest names in China

India flag

India

India

A portfolio comprised of the largest names in India

Israel flag

Israel

Israel

A portfolio comprised of the largest names in Israel

Japan flag

Japan

Japan

A portfolio comprised of the largest names in Japan

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