Account options
Individual Accounts
We offer a variety of accounts on the individual side, which include:
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!
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
Moderately Conservative
Moderate
Moderately Aggressive
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
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
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!
