A complete list of active advisors currently associated with Atticus Wealth Management
Warmer can help you find a great advisor at Atticus Wealth Management or one who fits your needs even better.
Atticus Wealth Management is an SEC-registered advisory firm that provides ongoing portfolio management, broad-based financial planning, and pension consulting to individuals (including high-net-worth clients), retirement plans, and business entities. The firm generally works with clients who have at least $500,000 of investable assets and documents objectives and constraints in an Investment Policy Statement or Client Data Sheet. Acting as a fiduciary, Atticus typically manages accounts on a discretionary basis and uses a combination of charting, fundamental, quantitative and technical analysis to guide asset allocation and security selection. Its investment programs include a wide range of strategies — from long-term and short-term trading to options, short sales, margin transactions and other derivatives — with regular portfolio monitoring (quarterly reviews and monthly account oversight). Notable operational features include a requirement that advisory accounts be custodied at Interactive Brokers or Charles Schwab, giving the firm access to institutional trading, research and platform services. The firm also documents use of more complex solutions (structured notes, private placements, securities-backed lines of credit, and cryptocurrency exposure), and it offers client-facing educational workshops and participates in an insurance consultancy platform (DPL), practices that are less common among comparable team firms.
To learn more about the advisors currently working at Atticus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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