Private Wealth Services

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Customized Solutions

Private Wealth Consultants are dedicated to providing you with a personal level of service that will assist in the development and maintenance of an investment portfolio tailored to your specific needs. The goal of Private Wealth Services is to forge a dedicated relationship with higher net worth clients, providing them with access to an enhanced level of service and broader suite of investment options, at no additional cost.

The minimum account size to qualify as an Altamira Private Wealth client is $100,000. Altamira Private Wealth clients pay no fees for the personalized service and advice they receive. Private Wealth clients also have access to third party funds, individual stocks, bonds, real estate investment trusts, and income trusts, through Altamira Securities, our brokerage arm.

The ultimate objective is to achieve a target rate of return by balancing your investment goals against potential returns, risk factors and tax consequences.

A Disciplined Approach to Investing

We have implemented a sophisticated institutional-style investment management process for our Private Wealth clients. It's easy to understand and allows you to benefit from the expertise of our professional investment management team.

Key Benefits

Customized service
Disciplined and structured investment process
Tax-efficient investment approach
Risk-managed investing
Cost-effective portfolio design
Ongoing proactive advice