A personalized trust account for your future
Take control of your financial legacy by protecting and preserving your assets and customize how your wealth is distributed amongst set beneficiaries.
Personalized
We recommend a custom portfolio to meet your goals. We also offer 1:1 advisor support to answer any questions you have.
Minimize Taxes
Depending on your current situation and goals, there may be certain tax advantages to opening a trust account.
Professionally-managed
We manage your money so you don’t have to. Relax, knowing that our advisors are continuously monitoring your portfolio.
Customized Investment Options
We offer a diverse range of investment choices that keep
investment fees to an industry low.
Managed portfolios
We help employees assess their risk tolerance, then recommend a portfolio of funds that matches their goals.
Atticus models
Employees also have the option of choosing from over 20 curated model portfolios we’ve developed at Atticus.