Tailored Advisory
Tailored Advisory
Tailored Advisory
We want to meet you where you are and help you grow via:
- asset allocation
- holistic reporting
- liquidity planning
- capital call servicing
Fund Offerings
Tailored Advisory
Tailored Advisory
Attinger is designed to provide access to top funds with transparency and administrative ease.
Managed Accounts
Tailored Advisory
Managed Accounts
We partner to provide separately managed accounts for diversification, passive market exposure, tax-loss harvesting and use of appreciated assets for giving.
Due Diligence
Customized Reporting
Customized Reporting
We use our expertise and network to screen hundreds of opportunities on an annual basis for clients that don't have the resources. We believe managing risk is deeply embedded throughout the investment process, from start to finish.
Customized Reporting
Customized Reporting
Customized Reporting
We work with a client's existing public and private portfolio to consolidate multiple investment holdings, beyond Attinger investments, to provide a holistic asset allocation review.
Philanthropy
Customized Reporting
Philanthropy
Creating a legacy, making an impact or using giving as a means to help educate your children about money and values, Attinger serves to increase giving power in a tax-efficient manner.