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.

  • Our core belief in the importance of independent and objective advice influences every aspect of Altair’s infrastructure.
    Bryan R. Malis
    Managing Director
  • Our youthfulness is a real asset for our clients. Clients are working today with the people who will be here to serve their children.
    Matthew A. Gaines
    Director
  • We continuously reinvest in our business operations to maximize our service value to clients.
    Claire C. Browne
    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.
    Richard K. Black
    Managing Director
  • People at Altair are very passionate about helping their clients make the best financial decisions possible.
    Jason D. Lister
    Director of Client Reporting & Operations

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

Fortune names Altair a ‘Great Place to Work’

March 30, 2015

Fortune names Altair a ‘Great Place to Work’

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

June 12, 2017

PRESENT DAY

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.

COME MEET US

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