$22MM AUM | $125,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
65
Avg Client Age
55
Overview

HEADQUARTERED IN ATLANTA, GEORGIA, ATTICUS ASSET MANAGEMENT IS A PRIVATE CLIENT WEALTH MANAGEMENT FIRM DEDICATED TO PROVIDING EXCELLENT INVESTMENT ADVICE THROUGH A TEAM OF ESTEEMED INVESTMENT MANAGERS.

Atticus Asset Management opened in July 2014 inside the Magnolia Park Building on Birmingham's Southside. Since then, Atticus Asset Management has been providing access to quality alternative investments, managed accounts and personalized investment advice.

Employing a concierge approach to investing, Atticus Asset Management utilizes its management teams diverse experience to design and implement portfolios comprised of individual equities and alternative investments diligently built to lower portfolio volatility while seeking to generate positive returns.

Atticus Asset Management’s objective is to minimize risk over our long-term time horizon, which is five years. We control risk by investing only in companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to companies that have sustainable competitive advantages and earn superior cash returns on invested capital. Additionally, we understand that businesses are managed by hard working people who must skillfully navigate their business in the face of real issues. As a result, we believe it's important to evaluate the stewardship of each management team, assessing their ability to, and history of, adding 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.

We would like to purchase or merge with a like minded firm.

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