Alpine Advisory Partners, LLC

Alpine Advisory Partners is a fee‑only registered investment adviser that provides investment management, ongoing financial planning, sub‑advisory services, and retirement plan management to individuals, high‑net‑worth clients, trusts, employer sponsored plans, corporations, and other investment advisers. The firm describes delivering discretionary portfolio management either directly or through proprietary model portfolios and third‑party managers, and it may review existing client holdings at engagement onset.

The firm’s approach emphasizes diversified asset allocation and model portfolios grounded in modern portfolio theory, using a mix of passive and active vehicles and periodic rebalancing to align portfolios with client risk tolerances and objectives. Alpine Advisory Partners also routinely evaluates and monitors third‑party model strategies and accommodates client‑imposed restrictions or legacy positions while retaining responsibility for ongoing suitability.

Notably, the brochure highlights employer retirement plan services — including acting as an ERISA 3(38) investment manager — and the ability to serve as a sub‑advisor to other advisers, both of which are less common among very small independent firms. The firm also discloses that it had no assets under management as of June 29, 2026 and that it compensates non‑employee promoters for client referrals, a referral arrangement the firm notes creates a financial incentive it discloses to clients.