Altanes Investments is a registered investment advisor located in Locust Valley, New York, offering individual portfolio management services since 2003. Led by principal owner and portfolio manager Nicholas P. Jones, Altanes builds personalized investment portfolios based on each client's specific goals, time horizons, risk tolerance, and liquidity needs. The firm primarily utilizes fundamental analysis and long-term purchase strategies, focusing on individual equities and tailoring supervision to match client objectives such as growth, income, or capital appreciation. Altanes manages accounts on a discretionary basis, meaning the portfolio manager makes trades on the client's behalf in accordance with their established investment policy. The firm requires a minimum investment of $1 million, though this minimum is negotiable under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on client circumstances, complexity, and account size.