Altair’s Investment Approach
Your investment portfolio is designed to achieve important short- and long-term objectives. We use seasoned judgment to develop and implement an investment strategy to fit your needs and protect and enhance your wealth.
Many of our clients have complex wealth structures, and portfolio decisions must complement all their holdings to optimize the total client net worth. We partner with you to understand your full wealth picture and our reporting enables you to view all of your investment assets together – those that are under our management as well as those managed outside of Altair.
Our Investment Process
Our six-step process for the development, implementation and monitoring of your portfolio includes the following: