about
Passion. stewardship. dedication. Diligence.
Headquartered in Atlanta, Georgia, with offices in Colorado, Florida, and North Carolina, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our curated team of investment managers and financial planners aims to provide an excellent investment experience through the highest degree of dedication.
Whether you're a high-net-worth individual or family, business owner, or trustee Atticus Wealth Management works to deliver a customized, comprehensive wealth management experience. By utilizing modern fin-tech and a curated team of financial planners, market technicians, and investment managers, we bring extensive experience and professionalism to every client, continually analyzing their investment opportunities, needs, concerns, and objectives. We complement this diligent management with a concierge approach to client service, building relationships that last for years to come.
SERVICES
Investment & Asset Management
Atticus Wealth Management is a registered investment advisor with an extensive arsenal of investment capabilities. Maintaining market data access 24 hours a day, Atticus connects directly to 120 markets in 26 countries and 22 currencies. Atticus' Active Investor Services eliminates ticket charges, pays market-rate interest on idle cash balances, and continuously searches for best price execution through an advanced order routing system for stocks and options. Atticus utilizes multiple venues to assess and execute bond trades while compiling resources for a higher level of bond analysis, including access to a team of six institutional fixed-income traders and portfolio managers.
Philanthropy
For clients who place a priority on philanthropy, we couldn't agree more. We are honored to be a part of our client's philanthropic ventures. With Atticus' team of professionals, we help devise the most tax-efficient and appropriate ways to support charities and nonprofits. Because there are many ways to provide support, Atticus helps determine the proper methods and assets to donate. Whether it be direct gifts, charitable remainder trusts, or private foundations, Atticus coordinates with attorneys, accountants, and other professionals to reduce estate and income taxes while providing support to local and national charities, educational institutions, and religious 501(c)(3)s.
Private Wealth Management
For affluent individuals and families, Atticus provides customized, unbiased advice tailor-made to each client's specific situation. With a focus on protecting and growing wealth across generations, Atticus' financial planners and portfolio managers evaluate each client's financial position, define and prioritize goals, implement strategies and monitor progress, adjusting as needs change. Committed to providing a truly comprehensive and concierge experience, Atticus' professionals will coordinate with client's attorneys, accountants, or other professionals creating a dedicated team to assist in reaching defined goals.
Institutional services
Atticus provides guidance, compliance, and investment services to nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. For employer-sponsored 401(k) plans, Atticus serves as a 3(38) fiduciary, overseeing compliance, plan design, plan administration, and participant educational programs, in addition to making investment decisions and selections for plan sponsors.
Investment Philosophy
Atticus Wealth Management aims to minimize risk over our long-term time horizon, ranging from five to fifteen years. We control risk by employing a core and satellite approach, investing primarily in a core allocation of exchange-traded funds and a satellite of companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to diversified, liquid exchange-traded funds, high-quality bonds, and individual companies that have sustainable competitive advantages and earn superior cash returns on invested capital. Additionally, we understand that hard-working people who manage businesses must skillfully navigate their businesses in the face of real issues. As a result, we believe it's essential to evaluate each management team's stewardship, assessing their history and ability to add strength and value while generating excess returns for shareholders. We are not high-risk day traders or speculators. We are long-term owners of the best business enterprises in the world.
“INVESTING ISN’T ABOUT BEATING OTHERS AT THEIR GAME. IT’S ABOUT CONTROLLING YOURSELF AT YOUR OWN GAME.”
