A complete list of active advisors currently associated with Altamont Capital Management

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

Altamont Capital Management provides ongoing investment advisory and portfolio management services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other business entities. The firm also offers retirement plan services and may assist clients in procuring insurance and other financial products as part of its service offerings. The firm’s investment approach emphasizes long-term asset allocation grounded in Modern Portfolio Theory and a belief in market efficiency, using diversified, passively managed, asset-class mutual funds and model portfolios. Altamont contracts with Savant Wealth Management for portfolio management, trade processing, institutional-class fund access, and reporting, and monitors client accounts on a regular basis with custodial statements provided to clients. A distinguishing aspect of the firm is that all of its investment advisory representatives are CPAs affiliated with Gould Killian CPA Group, P.A., with those representatives spending the majority of their time providing accounting and tax services and a smaller portion of time on investment advisory activities, which can create closer coordination between tax/accounting and investment advice. The brochure also discloses that the firm may receive commissions for insurance or other financial product sales, and it manages roughly $412 million in client assets with a two-advisor team, a concentrated advisor-to-assets staffing profile compared with many peers.

To learn more about the advisors currently working at Altamont Capital Management, 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.