Alpine Capital Partners, LLC

The firm is a single-advisor independent advisory practice that manages approximately $10.3 million for a small group of individual and institutional clients, providing portfolio management, wealth management, retirement income planning, succession planning and philanthropic planning. It serves both retail and high-net-worth households as well as entities such as trusts and corporate plans, and charges advisory fees based on assets under management.

Investment decisions are made on an open-architecture basis using nonproprietary products — primarily ETFs, mutual funds, stocks and bonds — with allocations tailored to each client’s time horizon, goals and risk tolerance. The brochure describes a proprietary investment-selection process that stack-ranks mutual funds and ETFs using over 30 data points (including liquidity, return, cost, risk and volatility) and highlights custom fixed-income solutions and selective alternative exposure where appropriate.

Compared with many peers, the firm notes ongoing client communications beyond standard custodial statements — indicating it has provided written information to clients on at least an annual basis and can deliver supplemental reports or brochures — a practice that aligns with firms that publish periodicals or newsletters. The brochure also emphasizes philanthropic planning and charitable-giving guidance as a formal service offering, reflecting the firm’s engagement with charitable-related client matters that is less common among independent advisory practices.