Altair Advisers provides the highest level of Independent Investment Counsel to wealthy individuals, families, and foundations.
Here is a description of the proven approach we use to build long-term relationships with our clients.
First, we listen. Understanding our clients' financial goals and objectives is our starting point.
Second, we create a plan. This plan, a strategic investment policy, is tailored to our clients' unique needs and circumstances. – less – More from ZoomInfo »