A complete list of active advisors currently associated with Altos Financial Management, LLC

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

Altos Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and other business entities, providing continuous discretionary portfolio management under limited trading authorizations and separate investment-related research and planning services billed on an hourly or project basis. The firm operates as a small two-advisor registered investment adviser managing roughly $31 million for about 39 clients. The firm determines allocations using perceived risk/reward relationships and historical data over a roughly 6- to 18-month investment horizon, deploying equities, corporate and municipal debt, mutual funds and ETFs, and, where appropriate, margin. To address specific objectives such as capital preservation it may employ short-term trading tactics and inverse ETFs, while generally holding positions for both short- and long-term periods. Operationally, Altos manages client accounts via Limited Trading Authorizations so assets remain with third‑party custodians; the firm does not take custody of client funds and does not vote client proxies. The advisory team is small and long‑tenured, with advanced academic and professional credentials, and an owner holds an insurance license though the firm does not place commissionable insurance products into managed accounts.

To learn more about the advisors currently working at Altos Financial Management, 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.