Altair Recognized as a Top RIA and Featured in Article by Barron’s
We are honored to be recognized as a Top 100 RIAs by Barron’s for the 16th consecutive year. In order to be considered, a firm must meet standards for client retention, growth of practice, succession planning, staff diversity and other metrics. Our continued success is a product of our decades-long commitment to putting our clients first.
Read Barron’s recent article interviewing Beka Kohmescher, our CEO, and Jason Laurie, our Chief Investment Officer on coaching families through generational wealth transfers, guiding business owners and entrepreneurs and providing excellent client service.
About Altair Advisers
Altair is an independent wealth advisory firm providing investment management, financial planning and client education services to a select group of individuals, families, foundations and endowments. Our goal is to simplify the complexities of wealth so that our clients can pursue and enjoy the opportunities it enables.
Awarded on September 16, 2022 and is based on the previous year.
Any reference to recognitions, awards, accolades or rankings (collectively, “recognitions”) issued by unaffiliated parties or publications should not be construed as an: 1) endorsement by or on behalf of any client; or 2) assurance that any current or prospective client will receive a certain level of service from Altair. See full disclosures here.
Sources: Barron’s “2022 Top 100 RIA Firms,” September 16, 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Altair Advisers nor any of its employees pays a fee to Barron’s in exchange for this rating.
Media Contact: Anna Nichols, 312-429-3011, anichols@altairadvisers.com