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Tucson, AZ 85718
520-600-3064
About Attessa Capital
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
See Disclosures
General Information
Firm Start Year
CRD#
6612231
Firm CRD#
306827
Name of Custodial Firm
Charles Schwab
States Licensed in
AZ, TX, UT
Years of Experience in Financial Services
22
Work Experience
Portfolio Manager at Cascade Investment / BMGI (family office of Bill Gates and the Bill & Melinda Gates Foundation)
Board of Directors at Four Seasons Hotel & Resorts
Vice President at Wellington Management
MBA from Harvard University
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
Wealth Management, 401K Rollovers, Money Management, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management
Services
Investment Types
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Video Conference, Phone, Our Office, Email, Your Office, Our Offices
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets
Education
Bachelor of Science - Finance
Brigham Young University (BYU)
09/01/1997 -05/31/2000
Masters in Business Administration (MBA) -
Harvard University
09/01/2004 -05/31/2006
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890742/retirementplanning-Attessa-Capital-detailed-disclosure.html