”
How does the advisor help clients – Key Takeaways:
ALTUS CAPITAL PARTNERS, INC. is a reputable financial firm that specializes in providing expert financial advice to clients. While they may not outwardly proclaim themselves as experts, their years of experience and knowledge in the industry make them a go-to choice for individuals and businesses seeking financial guidance.
Facts and Insights
ALTUS CAPITAL PARTNERS, INC. has been in business for over 15 years, helping countless clients achieve their financial goals. With their team of highly qualified advisors, they have managed over $500 million in assets and provided valuable insights and advice to their clients.
Here are some key numbers that showcase the success of ALTUS CAPITAL PARTNERS, INC.:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 20+ | 15+ |
Financial Services Offered
ALTUS CAPITAL PARTNERS, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Debt management
- And more
Client Types
ALTUS CAPITAL PARTNERS, INC. serves a variety of clients, including:
- Individuals
- Families
- Small businesses
- Corporate clients
- And more
Fees & Compensation
The advisors at ALTUS CAPITAL PARTNERS, INC. work on a fee-only basis, meaning they do not earn commissions from recommending investment products. This ensures that their advice is unbiased and in the best interest of their clients. Clients can expect transparent and reasonable fees for the services provided by ALTUS CAPITAL PARTNERS, INC.
Background
Established in 2005, ALTUS CAPITAL PARTNERS, INC. was founded by a group of financial experts with the goal of providing personalized and comprehensive financial advice to individuals and businesses. Their team of advisors has diverse backgrounds and experience, making them well-equipped to tackle a range of financial situations.
Financial Advisor Disclosures to Know
As with any financial firm, ALTUS CAPITAL PARTNERS, INC. has a responsibility to disclose any potential conflicts of interest or regulatory actions that may affect their clients. This includes any disciplinary actions taken by regulatory bodies, as well as any affiliations with other companies that may present a conflict of interest. Clients can find more information on these disclosures in ALTUS CAPITAL PARTNERS, INC.’s Form ADV, which is publicly available.