Alta Capital Management is an investment management firm based in Salt Lake City, Utah, with roots dating back to 1981. The firm specializes in quality growth equity investing, focusing on companies with sustained earnings growth, strong profitability, and consistent cash flow. Alta Capital offers several investment strategies—including Large Cap Quality Growth, All Cap Quality Growth, SMID Quality, Quality Dividend Growth, and Fundamental Global Equity—designed to deliver superior risk-adjusted returns over the long term. Portfolios are typically concentrated, holding between 18 and 40 stocks depending on the strategy. While the firm primarily serves institutional clients, foundations, and private investors directly, its strategies are also accessible through various financial advisory partnerships, wrap fee programs, and unified managed account platforms. Alta Capital exercises full investment discretion over direct client accounts, selecting securities and executing trades to meet each client's specific objectives. In limited cases, the firm also provides financial planning services at no additional charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees for amounts over $50,000,000 are negotiable. Standalone fixed income accounts have negotiable fees. Lower fee schedules apply for various wrap, UMA, and dual contract programs.