Our full-service wealth management includes the follow:
Our advisors come from a trading background rather than a sales background like most advisors in this industry. Our active engagement in the financial markets has proven to produce better results with lower volatility than a classic cookie-cutter model. With a long term focus that is tailored to the unique needs each individual account, our clients are made certain they are in the best hands.
At Alta Pacific, it is our fiduciary responsibility to manage our client's money with prudence as if it were our own. For this reason, we do not find plugging numbers into a model with little supervision to be appropriate. Our analysts are watching the markets 24/7 to ensure client accounts are not exposed to unnecessary risk. This active approach to portfolio management has proven to be very fruitful over the long run.
Client-advisor relationships grow through transparency. Before constructing a portfolio for our clients, we offer a free financial plan that includes everything from retirement planning and estate consulting to tax advising. On top of this, our clients benefit from our vast professional network giving them the peace of mind they deserve when it comes to their finances.