Atomic Invest LLC

Atomic Invest LLC is a registered investment adviser based in New York, NY, established in February 2021. The firm offers investment management services through the Atomic Wrap Fee Program, where clients pay a single fee covering advisory fees, trading commissions, and other services. Atomic provides discretionary investment management services using proprietary algorithms to tailor portfolios based on client risk profiles. Clients can choose to customize their portfolios or apply Environmental, Social, or Governance (ESG) considerations. The firm offers tax-loss harvesting services and Smart Contributions Services. Atomic's standard advisory fee is 1.00% per annum, with fees accrued daily and collected monthly. Clients can open accounts with no minimum requirement, and the firm serves various types of clients, including individuals, high net worth individuals, retirement plans, and more. Atomic's investment strategies are based on algorithmic technology and ETFs, with a focus on risk management and rebalancing. The firm discloses potential risks associated with investing, such as algorithm performance, ESG investing, interest-rate risk, and cybersecurity risks. Atomic's Code of Ethics emphasizes ethical conduct and client protection, with employees prohibited from using material non-public information. The firm also provides real-time account access, proxy voting services, and revenue sharing arrangements with custodians. Clients can request information on how Atomic voted proxies and the firm's Proxy Policies. Additionally, Atomic may receive compensation from referrals and offers various financial services to clients.