Altair Advisers

Overview

Altair Advisers, LLC is an independent wealth advisory firm based in Chicago, Illinois, founded in 2002. The firm specializes in investment management, financial planning, and client education services, primarily for high-net-worth individuals, families, foundations, and endowments. The firm manages over $6.01 billion in assets for more than 450 clients, with a dedicated team of around 30 investment professionals.

The firm offers personalized investment management, integrating various financial elements to help clients achieve their wealth goals. It also provides educational resources, including white papers and market updates, to assist clients in making informed financial decisions. As a fiduciary, Altair emphasizes objective, commission-free advice, ensuring client needs are prioritized without the influence of product sales. The leadership is committed to delivering integrated advice and maximizing client value through continuous operational improvements.

Basic Information

Contact Details

• Phone: +1 312-429-3000
• Website: altairadvisers.com
• LinkedIn: linkedin.com/company/altair-advisers

Key Focus Areas & Initiatives

• Registered investment adviser
• Fiduciary
• Certified financial analyst
• Investment manager due diligence
• Supervision
• Certified financial planner
• Capital sufficiency
• Client education
• Performance reporting
• Strategic investment policy
• Financial planning
• Multi-generational wealth
• Concentrated stock positions
• Wealth structuring
• Charitable giving strategies
• Objective advice
• Wealth management
• Personalized financial advice
• Wealth planning
• Client-centric approach
• Financial goals
• Retirement planning
• Investment management
• Tax strategies
• Asset allocation
• Long-term incentive planning
• Services
• Financial reporting
• Investment strategies
• Family office services
• Private client services
• Tax planning
• Client relationships
• Other financial investment activities
• Comprehensive guidance
• Portfolio management
• Holistic guidance
• Complex wealth structures
• Professional guidance
• Risk management
• Board income strategies
• Long-term planning
• Fiduciary duty
• Holistic wealth management
• Financial services
• Independent advisory
• Tax-efficient strategies
• Asset management
• Independent firm
• Executive compensation planning
• Personalized strategies
• Estate planning
• Wealth advisory
• Fiduciary advice
• B2C
• Finance
• Education
• Law practice
• Legal services

Technologies Used

• Adobe Media Optimizer
• Cedexis Radar
• Constant Contact
• EasyDNS
• Google Analytics
• Google Cloud Hosting
• Google Tag Manager
• Gravity Forms
• Mobile Friendly
• Nginx
• Outlook
• Sendgrid
• Slack
• Vimeo
• WP Engine
• WordPress.org
• reCAPTCHA