Realta Investment Advisors, INC

Realta Investment Advisors, Inc. offers ongoing investment management, portfolio supervision, financial planning, and estate planning through its financial advisors. Realta Investment Advisors, Inc. tailors its advice to each client's individual needs and risk tolerance. The firm provides services through various advisory platforms, including advisor-directed programs and third-party manager platforms, allowing for both discretionary and non-discretionary management. Additionally, Realta Investment Advisors, Inc. offers consulting services to employee benefit plans and plan participants. Clients can choose from traditional advisory relationships or programs involving independent asset managers. Realta Investment Advisors, Inc. emphasizes asset allocation and diversification, utilizing a wide range of investment products such as mutual funds, exchange-traded funds, equities, fixed income securities, options, and alternative investments. The firm operates with affiliations that involve potential conflicts of interest, such as an affiliated broker-dealer and insurance agency, which are mitigated through disclosures and adherence to a fiduciary standard of care.