A complete list of active advisors currently associated with Alta Financial Group
Warmer can help you find a great advisor at Alta Financial Group or one who fits your needs even better.
The firm serves individual investors (including high-net-worth clients), families, trusts, limited partnerships, charitable institutions, and corporate retirement plans, offering investment management as its primary service and occasional financial planning at no additional charge. Services include customized investment policy development, ongoing supervision, tax-related management and reporting, periodic rebalancing, and regular performance reporting and market commentary. Investment decisions are implemented through an asset-allocation framework that favors low-cost no-load mutual funds and exchange-traded funds, with selective use of individual stocks, options and alternative investments; most accounts are managed on a discretionary basis and are reviewed on a daily, semi‑annual and annual schedule. The firm also provides portfolio management for pooled vehicles and employer-sponsored retirement plan participants, and acts as manager for closed investment vehicles disclosed in the brochure. Compared with typical solo independent advisers, the firm’s principal holds real estate broker, insurance and mortgage licenses and may be compensated for real estate, mortgage and insurance transactions, and the firm provides related commercial real estate and management-consulting services. The combination of solo RIA operations with active fund management, institutional/pension plan work, and other licensed activities (insurance and real estate) is an atypical mix for a firm of this size.
To learn more about the advisors currently working at Alta Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Campbell, CA
| 18
|
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