Investment Management

The Altium Difference

Your distinct Vantage Point™ articulates the intentions of your plan. Your plan will directly inform the type of investment strategies we implement on your behalf. Those strategies are uniquely customized to you, powered by Altium. We created an investment platform which allows for a high degree of customization alongside rules-based implementation and tax efficient execution. This is the Altium difference.

Our Process

Our investment advisors construct comprehensive, bespoken portfolios through the following process:

  • 01 Clients receive prescriptive, formal investment recommendations through an Investment Policy Statement (IPS) supported by detailed analytics.

  • 02 Asset allocation archetypes are optimized by our Investment Committee based on our capital market assumptions and economic evaluations.

  • 03 Our investment advisors customize these archetypes based on factors specific to each client and their situation.

  • 04 Personalized reporting empowers clients by giving transparency and accountability so they can closely monitor the progress of their financial condition.

Investment Management for Hightower Practices

Altium brings the same strategic, disciplined investment approach to other affiliated Hightower advisory practices. Our partners rely on our customizable, yet scalable portfolios, so that they can focus on building and retaining client relationships. Learn more about the full scope of services that we provide to our partners.

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Altium Investment Committee

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Customized Target Portfolio

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Audited Reporting, Transparency and Oversight

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YOUR WEALTH.
OUR WISDOM.
ONE PURPOSE.