Altair Recognized by Barron’s as a Top U.S. Adviser for 15th Consecutive Year
We are pleased to announce that Altair Advisers continues to be recognized by Barron’s as one of the top 100 independent financial advisers, an honor our firm has held since the inception of this ranking in 2007. Criteria for consideration include metrics on client retention, growth of practice, succession planning and staff diversity.
“We feel the Barron’s ranking is distinguished in two ways. It focuses on the overall quality of a firm’s practice and it differentiates between firms like ours that are providing advice from those that are selling financial products,” notes Steve Weinstein, Chairman of Altair. “We are honored to be included once again.”
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.
To view Altair’s other Accolades and Press, click here.
Please see important disclosures regarding accolades here.
Sources: Barron’s “These Are the Top 100 Independent Advisors and Top 100 RIA Firms,” September 20, 2021. 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, firstname.lastname@example.org