A complete list of active advisors currently associated with Alta Via Capital

Warmer can help you find a great advisor at Alta Via Capital or one who fits your needs even better.

Alta Via Capital provides discretionary asset management and sub‑advisory services to individuals, high‑net‑worth clients, and qualified retirement plans, and may serve as an ERISA 3(21) or 3(38) fiduciary for plan sponsors. The firm charges advisory fees based on assets under management and delivers ongoing portfolio management and customized asset‑allocation advice. Investment programs emphasize a suite of growth‑oriented "QF" strategies — including small‑cap, small/mid‑cap, large‑cap growth, concentrated equity, and large‑cap dividend approaches — supported by fundamental, technical, charting and cyclical analysis. Alta Via operates with discretionary trading authority, offers custom allocations and subadvisory arrangements, and discloses the use of option writing and other derivatives (including covered and uncovered options) within separately managed accounts. The brochure notes the firm provides quarterly performance reporting to clients and that it manages and participates in a wrap fee program through UBS Financial Services, Inc., practices that are less common among similarly sized supported firms. Alta Via also highlights a Corporate Confidence Strategy that screens for significant insider buying and maintains a relatively small advisory team managing roughly $105 million across about 60 client relationships, which may support more concentrated or tailored portfolio positions than larger peers.

To learn more about the advisors currently working at Alta Via Capital, 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.