Our Mission

Our mission is to provide objective advice and comprehensive guidance across all aspects of our clients’ financial lives. Our goal is to simplify the complexities of wealth so that you can pursue and enjoy the opportunities it enables.

DOWNLOAD OVERVIEW BROCHURE

  • Our core belief in the importance of independent and objective advice influences every aspect of Altair’s infrastructure.
    Managing Director
  • We continuously reinvest in our business operations to maximize our service value to clients.
    Manager of Investment Operations & Compliance
  • The wide range of educational and professional backgrounds on our staff gives us the ability to evaluate a client’s full financial planning needs and provide holistic, integrated advice.
    Managing Director
  • People at Altair are very passionate about helping their clients make the best financial decisions possible.
    Director of Client Reporting
  • I’m proud that we treat our clients like family at Altair. We want to create life-long relationships with our clients and their families and be the sounding board for every major decision in their life – whether it’s personal or financial. We look out for the best interests of our clients, just the way we would for our own family. This is what makes us unique.
    Director

Our History

Altair Advisers is founded

June 1, 2002

Altair Advisers is founded

Worth magazine ranks Altair as one of the 100 Most Exclusive Wealth Advisors

January 1, 2004

Worth magazine ranks Altair as one of the 100 Most Exclusive Wealth Advisors

Office expands to entire 6th floor of 303 W. Madison

April 23, 2006

Office expands to entire 6th floor of 303 W. Madison

Barron’s recognizes Altair as a top U.S. adviser

September 30, 2007

Barron’s recognizes Altair as a top U.S. adviser

Altair has been included in this prestigious ranking every year since the list’s inception.

Client education offering is expanded

August 1, 2012

Client education offering is expanded

Altair rebrands to accentuate full service offering

July 27, 2016

Altair rebrands to accentuate full service offering

Altair renovates office to accommodate staff growth

September 9, 2016

Altair renovates office to accommodate staff growth

Financial planning offering is expanded

May 1, 2017

Financial planning offering is expanded

Altair celebrates 15 years!

June 1, 2017

Altair celebrates 15 years!

PRESENT DAY

December 18, 2018

PRESENT DAY

Altair Named One of Crain’s Best Places to Work

March 21, 2019

Altair Named One of Crain’s Best Places to Work

Our Values

We believe that you should be served by an adviser who put your needs first and whose counsel is never influenced by commissions or product sales. As a fiduciary, our responsibility and duty are to you, the client, not the firm.

Independence
We only sell our advice, not investment products, and we embrace the highest ethical values of truth, honesty and professionalism.
Objectivity
Our advice is unbiased and objective.
Passion
We have an unrelenting desire to do things the right way and to see our clients succeed.
Knowledge
We seek to create understanding through experience, learning and listening.
Respect
For our clients, our professional colleagues, and for each other.
Excellence
In everything we do.

What is Altair

Our firm name and logo represent one of the brightest stars in the summer sky. They are symbolic of our founding belief in guiding clients to a bright and successful future.

COME MEET US

SCHEDULE A VISIT