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 History
Altair Advisers is founded
June 1, 2002

Worth magazine ranks Altair as one of the 100 Most Exclusive Wealth Advisors
January 1, 2004

Office expands to entire 6th floor of 303 W. Madison
April 23, 2006

Barron’s recognizes Altair as a top U.S. adviser
September 30, 2007

Altair has been included in this prestigious ranking every year since the list’s inception.
Client education offering is expanded
August 1, 2012

Altair rebrands to accentuate full service offering
July 27, 2016

Altair renovates office to accommodate staff growth
September 9, 2016

Financial planning offering is expanded
May 1, 2017

Altair celebrates 15 years!
June 1, 2017

Altair Named One of Crain’s Best Places to Work for Fourth Year in a Row
April 21, 2020

PRESENT DAY
September 8, 2021

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

Objectivity

Passion

Knowledge

Respect

Excellence



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.