with complete transparency
Our portfolios will give you perspectives on your investments. You will always get the big picture breakdown of where your money is invested.
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Atticus Wealth is designed to offer a financial solution for investors wanting control, flexibility and peace of mind.
Varying from conservative to high growth,
Atticus Wealth offer seven diversified SMA portfolios.
Our portfolios are unlike managed funds. The Atticus Wealth diversified SMA portfolios deliver flexibility in your investment options at a competitive cost. You have direct ownership of your assets and greater control over your tax outcomes, along with the benefit of your portfolio being professionally managed.
Benefits of investing in Atticus Wealth
You directly own the actual investments (i.e. shares), rather than just units in a traditional managed fund. You know all the companies you have directly invested in. Traditionally managed funds only let you see the top ten investments held within the fund.
Ongoing expert attention
You can rest assured your investment is being looked after. Atticus Wealth have a team of highly experienced portfolio managers who actively manage all elements of your portfolio including asset allocation, share selection and risk management.
Flexibility and opportunities
For example, you may be able to transfer investments into your SMA portfolio which could potentially reduce capital gains tax or take advantage of franking credits attached to Australian shares.