A complete list of active advisors currently associated with Alpine Capital Partners, LLC

Warmer can help you find a great advisor at Alpine Capital Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Alpine Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.