Altiora

Company profile

Altiora company profile

Altiora is an independent financial advisory firm that offers low-cost, tax-efficient portfolio management services. The firm provides investment supervisory services, including the creation of an Investment Policy Statement, ongoing asset management, and quarterly portfolio reviews. Additionally, Altiora offers comprehensive financial planning services, addressing areas such as retirement, education, tax strategies, cash flow, insurance, and estate planning. Clients can choose between discretionary and non-discretionary investment management arrangements. The firm charges a fixed quarterly retainer fee, which is individually negotiated with each client. Altiora does not receive commissions for product sales, ensuring that its compensation is solely based on the fixed fee..... For more information, log in to dureach.com to view the full company profile.