Altanes Investments provides continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on that policy. Altanes manages accounts on a discretionary basis, considering client objectives, time horizons, risk tolerance, and liquidity needs. Investment recommendations include individual equities. A minimum of $1 million of assets under management is required, but this may be negotiable.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |