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.
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
Atticus Core
Included in our Lite, Pro, and AtticusX plans – compare plans here
Conservative
Moderate
Aggressive
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
Brazil
A portfolio comprised of the largest names in Brazil
China
China
A portfolio comprised of the largest names in China
India
India
A portfolio comprised of the largest names in India
Israel
Israel
A portfolio comprised of the largest names in Israel
Japan
Japan
A portfolio comprised of the largest names in Japan
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!