How does the advisor help clients – Key Takeaways:
ALTUS INVESTMENT GROUP, founded in 2005 and based in New York City, is a leading independent financial advisory firm that offers a wide range of comprehensive financial services to help clients achieve their financial goals. Their team of experienced financial experts provides personalized and strategic financial advice, utilizing a holistic approach to wealth management. Their goal is to build lasting relationships with clients and help them navigate the complexities of the financial world.
Here are the key takeaways on how ALTUS INVESTMENT GROUP helps their clients:
- Offers comprehensive financial services
- Utilizes a holistic approach to wealth management
- Builds lasting relationships with clients
- Helps navigate complexities of the financial world
Facts and Insights
ALTUS INVESTMENT GROUP manages over $1 billion in assets under management (AUM) and has a team of 25 experienced financial advisors. They have a client satisfaction rate of over 90%, which is a testament to their commitment to providing exemplary service and achieving positive results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | Founded in 2005 (15 years in business) |
Financial Services Offered
ALTUS INVESTMENT GROUP offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Wealth planning
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Insurance planning
- Business succession planning
Client Types
ALTUS INVESTMENT GROUP provides financial services to a diverse range of clients including high-net-worth individuals, families, business owners, and institutions. They have experience working with clients from various industries and backgrounds, and are equipped to provide tailored solutions to meet the specific needs of each client.
Fees & Compensation
ALTUS INVESTMENT GROUP charges a fee based on a percentage of assets under management, which varies depending on the level of service and complexity of the client’s financial situation. They have a fiduciary duty to act in the best interest of their clients at all times, ensuring transparent and fair compensation practices.
Background
The team at ALTUS INVESTMENT GROUP has a diverse background in finance, economics, and law. They possess a vast knowledge of the financial markets and use their expertise to help clients reach their financial goals. The firm’s leadership team has decades of combined experience in the financial industry, making them a trusted source of financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALTUS INVESTMENT GROUP is held to high standards of transparency and disclosure. They have a clean regulatory record and maintain open and honest communication with their clients. To stay informed, clients can access the firm’s Form ADV, which is filed with the Securities and Exchange Commission, on their website.