Altamont Advisors LLC

Overview

Altamont Advisors LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, with additional services that include selection of other advisers, pension consulting, publication of periodicals or newsletters, and educational seminars and workshops. Altamont also operates as an insurance broker, which complements its use of annuities and other insurance-based solutions in client portfolios. Investment preference at the firm tilts decisively toward publicly traded equities. The firm charges fees based on a percentage of assets under management and, in select situations, hourly fees for advice or planning work. Altamont does not identify as an active ESG investor and maintains a relatively compact operating footprint rather than multiple branch locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices