For 10th Consecutive Year, Altair Chosen by Barron’s as a Top U.S. Adviser
We are pleased to announce that for the 10th year in a row, Altair Advisers has been named by Barron’s as one of the top 100 independent financial advisers. We are particularly proud of Altair’s standing as the only Chicago firm, and one of only 12 nationwide, to be included in these prestigious rankings every year since the list’s inception in 2007. Criteria for consideration include not only volume of assets overseen but also quality of practice.
“The Barron’s list of top independent advisers was one of the first to recognize those of us in the industry who truly serve as a fiduciary and provide objective advice,” notes Steve Weinstein, President and Chief Investment Officer of Altair. “Helping clients reach their short- and long-term financial goals requires a comprehensive and integrative approach to wealth planning. You have to be exclusively focused on the needs of your clients, not driven by commissions or distracted by the pressure to sell financial products.”
Altair provides 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 August 2016 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,” August 27, 2016. 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