A complete list of active advisors currently associated with Realta Investment Advisors, Inc

Warmer can help you find a great advisor at Realta Investment Advisors, Inc or one who fits your needs even better.

Realta provides ongoing investment advice and managed-account services through its Financial Advisors to a broad client base that includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts and other institutional clients. Services described in the brochure include portfolio management (implemented by Realta or by third‑party money managers), financial and estate planning, retirement‑plan consulting, and access to alternative investments via advisor‑directed and third‑party platforms. Advisors develop recommendations through client interviews and an asset‑allocation framework and may manage accounts on either a discretionary or non‑discretionary basis; the firm’s NOVA platform includes advisor‑directed programs (APM‑Tickets and APM‑Wrap) and third‑party manager options (UMA and SMA). Realta describes use of multiple analysis methods (charting, fundamental, technical, cyclical), the ability to implement strategies such as options writing and margin, and a process for selecting and monitoring third‑party managers for which the firm acts as a liaison and receives a portion of TPM fees. A number of features in Realta’s brochure are less typical for large enterprises: it notes relationships with other investment advisers (including situations where independent advisers engage Realta advisors), serves a range of institutional clients (the brochure’s client list and services indicate arrangements with institutions such as banks/thrifts and other institutional investors), and discloses handling of specialized held‑away assets via a third‑party Pontera platform. The firm also documents client education and reporting practices (including printed participant materials, performance reports and other client communications) and outlines affiliations with an affiliated broker‑dealer (REI), insurance agencies, and Madison Capital Group, with related conflicts addressed through disclosure and supervisory procedures.

To learn more about the advisors currently working at Realta Investment Advisors, Inc, 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.