Saving for the future can be overwhelming, especially for busy physicians. Fortunately, it doesn’t have to be that way. We’ve partnered with Atomic Invest, an SEC-registered investment advisor, to bring you personalized wealth management, available right in the Attend app.
Getting started is easy. Just answer a few questions about your goals, risk tolerance, and time horizon. Once we know what you’re trying to accomplish, we’ll construct a diversified portfolio that’s designed to help you get there with the least amount of risk possible.
Currently, we offer Roth and Traditional IRAs as well as brokerage accounts, with more account types on the way.
By investing with Attend you'll get:
A personalized portfolio that’s specific to you
Automatic rebalancing so your portfolio stays on track through changing market conditions
A tax-efficient approach so you keep more of your investment gains for yourself
Attend partners with AtomicVest to provide you with tax-efficient investing. AtomicVest Inc. is a technology company. Atomic provides an integrated investment platform to companies who seek to offer a digital investment advice product to their users. Atomic is not registered with the U.S. Securities and Exchange Commission (SEC) and does not provide investment advice. Atomic owns Helium Advisors, LLC, which is a registered investment advisor (RIA) with the SEC. All investment advisory services are provided by Helium.
Advisory services are offered through Atomic Invest LLC ("Atomic Invest"), an SEC-registered investment advisor, member SIPC. Atomic Invest was previously known as Helium Advisors LLC. Brokerage services are provided by BNY Mellon Pershing, member SIPC, through a clearing and custody relationship with Atomic Invest. Atomic Invest manages and executes investments on behalf of customers.