ALTAMIRA FINANCIAL GROUP, LLC

Overview

Altamira Financial Group, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator, selecting third‑party managers and using outside strategies alongside in‑house portfolio construction. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of other advisers and subadvisors. Fee arrangements are blended: a percentage of assets under management for ongoing relationships and hourly charges for certain planning or project work. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices