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Paladin Research Report For:

James Good

Attessa Capital

3060 N Swan Rd
Tucson, AZ 85712
520-600-3064

About James Good

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

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, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890742/paladinregistry-Attessa-Capital-detailed-disclosure.html