Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Altair Advisers, LLC

Overview:

Altair Advisers is a firm of professionals dedicated to providing true independent investment advice to individuals, families, foundations and endowments. Our senior team includes attorneys, CPAs, CFA® charterholders, and CFP® professionals who are cross-trained in a wide range of financial planning disciplines ensuring our advice complements your full financial picture. Initially, clients hire us to be their investment adviser but over time we earn our way into the role of trusted adviser on a wide array of financial matters.

We believe that providing investment and financial advice is a separate and distinct business from the selling of investment products. As a Registered Investment Adviser (RIA), we serve clients as a fiduciary. Our responsibility and our legal obligation are to act for the sole benefit and interest of our clients. We do not accept any product commissions, soft dollars or any other form of compensation from our recommended managers, mutual funds or custodians.

We are employee-owned and have no parent or affiliated partner companies hindering our decision making. Our leadership spans multiple generations ensuring consistent, high-touch, personalized services for our clients well into the future.

History:

Altair Advisers was formed on June 1, 2002. Our firm founders share a core belief that the only investment advisory model that is truly independent and aligned with the interests of the client is one that is free of ties to any money managers, brokers, custodians, analysts or investment bankers. Altair’s principals formerly led the investment advisory services practice of Arthur Andersen’s Chicago office. When Andersen withdrew from the investment business, over 90% of their investment clients followed our team to Altair.

We serve a nationwide base of clients who have entrusted us to oversee approximately $4 billion.

Minimum Investable Assets: $5 million

Net Worth of largest client: $1.5 billion

Asset Under Management: $2.7 billion

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.