TRUST ACCOUNT

The Trust Account to protect and preserve your legacy.

A modern Trust Account set up with beneficiaries and customized to meet your needs.

The easy,

affordable

retirement platform

for all businesses

TRUST ACCOUNT

The Trust Account to protect and preserve your legacy.

A modern Trust Account set up with beneficiaries and customized to meet your needs.

The easy,

affordable

retirement platform

for all businesses

TRUST ACCOUNT

Fully customized for you

A modern Trust Account with beneficiaries and customized to meet your needs.

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.

Do you have earned income?  See the benefits of opening a Roth IRA 

WHY ATTICUS

Intelligent investing

We can recommend a professionally managed investment portfolio that rebalances automatically.

A guiding hand

We offer investment portfolio recommendations, financial education, and personalized 1:1 support.

No transaction fees

We won’t nickel and dime your account. We don’t charge distribution, rollover or commission fees.

TRUST PRICING
TBD /month
+ 0.125% monthly account fee

View pricing details

Not sure yet?
Your first 30 days with Atticus are free. Always. It’s our way of saying welcome to the Atticus Community!

TRUST PRICING
TBD /month
+ 0.125% monthly account fee

View pricing details

Not sure yet?
Your first 30 days with Atticus are free. Always. It’s our way of saying welcome to the Atticus Community!

WHY ATTICUS

Intelligent investing

We can recommend a professionally managed investment portfolio that rebalances automatically.

A guiding hand

We offer investment portfolio recommendations, financial education, and text, phone, and 1:1 advisor support.

No transaction fees

We won’t nickel and dime your account. We don’t charge distribution, rollover or commission fees.

Customized Investment Options

We offer a diverse range of investment choices that keep
investment fees to an industry low.

View all investment options →

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.

How It Works

An investment platform that finally makes sense.

Built to grow with you – investing, retirement planning, and financial advising with a REAL, HUMAN advisor.

Step 1: Open Your Account

Simple Application

Sign up for an account in minutes. Our client portal will recommend an account and portfolio personalized for you.

Step 2: Fund Your Account

Recurring Deposits

Link your bank account and set up recurring investments to take full advantage of the Atticus platform.

Step 3: Watch Your Money Soar

We go to work

That’s it! Our team of advisors immediately starts managing your accounts, meaning you can sit back and relax! 

Earn rewards for every person you refer, every month. Plus a chance at $1,000!

②  We’ll give you a unique referral code
 Refer friends/family and start earning rewards

Each person you refer will get an additional month free when they open their account, and you’ll earn rewards for the referral. Plus you’ll both have a shot at winning $1,000! No limit to the number of referrals.