A complete list of active advisors currently associated with Altamira Financial Group, LLC

Warmer can help you find a great advisor at Altamira Financial Group, LLC or one who fits your needs even better.

Altamira Financial Group advises individuals (including high-net-worth clients), employer-sponsored retirement plans, trusts, foundations, and other institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm also arranges access to third-party investment managers and participates in several LPL-sponsored advisory programs for implementation. The firm’s investment process emphasizes tailored client profiles and goal-based asset allocation, combining macroeconomic themes with fundamental and technical analysis to construct diversified portfolios using equities, ETFs, mutual funds, and selected third-party managers. Altamira performs ongoing monitoring and periodic reviews, coordinates with clients’ other advisors (CPAs, estate attorneys, insurance brokers), and serves in ERISA fiduciary roles (including 3(21) and 3(38) plan services) when engaged by plan sponsors. Notably, Altamira operates a firm-sponsored wrap fee program and provides introductions to third-party managers—an arrangement that is relatively uncommon among similar supported firms—and discloses related wrap and program materials in Appendix 1 of its brochure. The firm also blends retirement-plan fiduciary work, access to multiple LPL program platforms, and occasional recommendations of non-liquid alternative or private-business investments, which together distinguish its service mix for a three-advisor practice managing approximately $130 million.

To learn more about the advisors currently working at Altamira Financial Group, 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.