Barron’s Names Altair a Top U.S. Adviser 12th Year in a Row
We are pleased to announce that for the 12th year in a row, Altair Advisers has been named by Barron’s magazine as one of the top 100 independent financial advisers. We are particularly proud to be one of 10 RIAs included in this prestigious ranking every year since the list’s inception in 2007. Criteria for consideration include volume of assets overseen, revenue, and quality of practice.
“The Barron’s list of top independent advisers was one of the first to distinguish between firms who act as fiduciaries for their clients in providing advice instead of selling financial products,” notes Steve Weinstein, Chairman of Altair. “We are honored to be included in this ranking of independent advisers and view it as one of the most significant accolades in our industry.”
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 in September 2018 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.
Source: Barron’s “Top 100 Independent Financial Advisors,” September 15, 2018. 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