A Private Firm Built for Your Needs
As an Altair client, you are served directly by the firm owners and decision makers and you are provided with a level of access and customization that is the hallmark of a boutique firm.
Objective Advice from a Fiduciary
You would never settle for compromised advice about your health. The same should be true for your finances.
As a registered investment advisor, we have a fiduciary obligation to our clients to provide objective advice and identify the financial solutions that are in your best interest, not ours. We do not accept commissions or share revenue of any kind with the managers we recommend for client portfolios, nor do we sell investment products.