A complete list of active advisors currently associated with Altanes Investments, LLC

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

Altanes Investments provides discretionary portfolio management and ongoing investment advice primarily to individual clients, managing roughly $22.1 million in client assets across about 20 accounts. Services emphasize individualized investment policies and include recommendations for individual equities as part of tailored portfolios. The firm’s investment process relies on fundamental analysis and a long-term buy-and-hold approach, with account supervision guided by each client’s stated objectives, time horizon, risk tolerance and tax considerations. Accounts are monitored continuously with at least quarterly reviews, and clients receive custodial statements and trade confirmations as the primary source of reporting unless additional reports are requested. Compared with many peers, Altanes operates with a relatively small client roster and correspondingly larger average account sizes, reflecting a concentrated client base. The firm requires clients to direct custody and brokerage choice while commonly recommending Charles Schwab and participating in Schwab’s advisor program (from which the firm receives non‑monetary benefits), and it does not vote proxies on client securities, leaving proxy voting to clients.

To learn more about the advisors currently working at Altanes Investments, 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.