Altair Investment Management

Overview

Altair Investment Management is a small, single-advisor wealth practice organized as a sole proprietorship that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates its allocations on equities, with a notable tilt toward non-exchange-traded equity positions. It does not identify as an active ESG investor and operates without a multi-state or affiliated adviser structure. Services are oriented to individual and family clients rather than institutional or pension relationships. Investment activity is modest in scale and hands-on: discretionary authority covers most client assets, and the firm favors concentrated equity exposure supplemented by selected credit instruments. Given the size and client base, portfolio construction appears to emphasize tailored, account-level management rather than broad institutional product manufacturing.

Assets & Accounts

Investments & Alternatives

Location & Offices