Altair Advisers

Altair Advisers

Investment-Management

Chicago, IL
United States
Company Tagline

Independent and objective advice for securing your lifestyle needs and achieving your financial goals.

Industry Category
Investment-Management
Company Description

Altair Advisers is a leading investment management firm dedicated to providing independent and objective advice to help clients secure their lifestyle needs and achieve their financial goals. With a strong commitment to serving as an advocate for their clients, Altair Advisers offers comprehensive guidance across all aspects of their financial lives.

Located at 303 West Madison Street Suite 600, Chicago, IL 60606, US, Altair Advisers specializes in investment management, financial planning, and client education services. The firm expertly counsels a select group of individuals, families, foundations, and endowments, ensuring each client receives personalized and strategic financial solutions.

Altair Advisers operates as a fiduciary, prioritizing the best interests of those they serve. The firm's approach focuses on delivering objective advice and building long-term relationships. We invite the management team at Altair Advisers to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.

Altair Advisers est une société de gestion de placements de premier plan qui se consacre à fournir des conseils indépendants et objectifs pour aider ses clients à assurer leur style de vie et à atteindre leurs objectifs financiers. Fort d'un engagement ferme à défendre les intérêts de ses clients, Altair Advisers offre des conseils complets dans tous les aspects de leur vie financière.

Situé au 303 West Madison Street Suite 600, Chicago, IL 60606, US, Altair Advisers se spécialise dans la gestion de placements, la planification financière et les services d'éducation à la clientèle. L'entreprise conseille de manière experte un groupe sélect d'individus, de familles, de fondations et de fonds de dotation, en veillant à ce que chaque client reçoive des solutions financières personnalisées et stratégiques.

Altair Advisers opère en tant que fiduciaire, en donnant la priorité aux meilleurs intérêts de ceux qu'elle sert. L'approche de l'entreprise est axée sur la prestation de conseils objectifs et l'établissement de relations à long terme. Nous invitons l'équipe de direction d'Altair Advisers à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.

Key Personnel / Employees
Bryan Malis CFA CFP® Beka Kohmescher CFP® CPA Jason Laurie CFA® CFP® Michael Murray CFA CFP® CAIA®

Compare Companies Side by Side

Compare Altair Advisers with 3 companies in Investment-Management

4 Companies
Comparison Field
Altair Advisers
Altair Advisers
Main Company
BCM Wealth Management - A Shepherd Financial Partner
BCM Wealth Managemen...
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Core Wealth Management (Jupiter, FL)
Core Wealth Manageme...
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Du Charme Wealth Management
Du Charme Wealth Man...
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Founded Year
1996 2012 2001
Company Size
2-10 2-10 11-50
City
Chicago, IL Wilmington, Delaware Jupiter, FL New Berlin, Wisconsin
Country
United States United States United States United States
Skills & Keywords Comparing with main company
15 Total Skills
Investment Management Financial Planning Wealth Advisory Client Education Financial Solutions Investment Strategies Portfolio Management Investment Manager Due Diligence & Supervision Strategic Investment Policy Certified Financial Planner Performance Reporting Certified Financial Analyst Registered Investment Adviser Capital Sufficiency Fiduciary
10 Total 1 Common 9 Unique
Match 7%
Common Skills:
Investment Management
Unique Skills:
401k 403b Estate Counseling Fee Benchmarking & RFP Fee Disclosure 404(a)5 - Participant Fee Disclosure 408(b)2 - Sponsor +3
6 Total 1 Common 5 Unique
Match 7%
Common Skills:
Investment Management
Unique Skills:
401K Planning Fee-Only NAPFA Retirement Planning Wealth Management
8 Total 8 Unique
Unique Skills:
Financial Advisor Insurance Investments Retirement Planning Retirement Plans Strategic Planning +2
4
Total Companies
1996
Oldest Founded
1
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Altair Advisers 阿尔泰尔顾问 अल्टेयर सलाहकार Altair Asesores مستشارو ألتاير Conseillers Altair Consultores Altair