About Altos Investments
Altos Investments, Inc. is a registered investment advisory firm specializing in publicly traded securities, alternative investments, private equity placements, and consulting across all asset classes and investment universes. In addition to providing superior investment management advice and services, our select collection of prominent wealth management professionals specializing in accounting, trust, and tax, work together to curate a customized solution that meets your unique goals.
William H. Martin, CFA, founding Principal
Bill Martin started Altos Investments after a highly successful 25 year career as an institutional investor. He has managed over $10+ billion in investments worldwide and across all asset classes including stocks, bonds, commodities, and currencies, earning 5 star Morningstar ratings, frequently included in Schwab's Mutual Fund OneSource Select list, and numerous other accolades. Bill began his career as an advisor to individuals, and founded Altos Investments in 2016 so he could get back to those roots.
As an institutional money manager, was interviewed for his expertise by media outlets such as CNBC, Bloomberg TV & Radio, Fox News, BusinessWeek, New York Times, Barron's, Wall Street Journal, Financial Times, USA Today, Los Angeles Times and others, and he has spoken at institutional investment conferences including Journal of Finance, Charles Schwab, Morningstar, and Pensions & Investments over the years.
Bill Martin attained his CFA designation in 1991. A CFA, Chartered Financial Analyst, is a professional designation much like the CPA. While all investment advisors have licenses allowing them to offer investment advice, few have a CFA designation. Bill's 25+ years of institutional experience, coupled with his CFA, makes him a rare find in the varied collage of today's investment advisors.
Bill recently joined the investment committee for Montalvo Arts Center in Saratoga, CA.
Bill was born and raised in central Illinois. His father was a farm implements dealer and his mother a school teacher. Bill moved to the Silicon Valley in 1989. He and his wife live in Los Altos with their two sons. Together they play golf, bike, hike, ski, collect art, and enjoy travel.
Our distinguished advisory board offers industry leading insights that continue to challenge our vision, what we do, and how we do it, bettering our own insights and processes for the benefit of our clients.
PETER ALGERT, Founder and CEO, Algert Global
Peter established Algert Global in 2002 with the goal of becoming recognized as "best-in-class" in systematic active equity investing. His firm focuses on managing global absolute return and active long-only strategies for both institutional and private investors. The core investment team has worked together since 2004 and each member can demonstrate a deep academic background in quantitative investing. Prior to creating Algert Global, Peter served as the Global Head of Research for Barclays Global Investors' stock selection strategies.
MIKE COLE, PRESIDENT, ASCENT WEALTH MANAGEMENT
As the president of Ascent Private Capital Management, Michael Cole is fulfilling one of his family's core values. “My parents taught me and my two sisters that we are all citizens of a larger planet and that we need to look for ways to give back. For me, the greatest way to give back is to empower people who have great wealth to use their resources - both financial and personal - to do great things and make a positive impact on the planet.” Michael brings more than 28 years of financial-service experience to his position. He earned a bachelor's degree from Emory University in Atlanta, Georgia and is also a Certified Financial Planner®.
Ivan Gaviria, partner, Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP
Practicing in the Corporate and Securities Group in the silicon valley office, Ivan has extensive experience working with startup and emerging growth companies through their entire lifecycle as well as representing venture capital, private equity and other investors. Ivan also has significant experience representing investment banks in private and public stock offerings, and extensive mergers and acquisitions experience on both the buy and sell side.
Rob Morris, CPA, Director of Wine Business Services, Frank, Rimerman + Co. LLP
Rob has been with Frank, Rimerman + Co. LLP for over 10 years. Known for the exceptional caliber of its people, and as the trusted advisor to high net worth individuals and families, start-up entrepreneurs, and some of the most innovative organizations in Silicon Valley and across the nation, Frank, Rimerman + Co. LLP has been helping its clients realize their goals for three successive generations of insightful expertise and unparalleled quality of service. Rob previously worked as the CFO of a winery after spending 13 years with KPMG in Silicon Valley, the last three as a Managing Director. Rob is a graduate of the University of Utah and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
BRIAN SHERER, MANAGING DIRECTOR SPONSOR FINANCE GROUP, Silicon VAlley Bank
Brian leads a team dedicated to providing leveraged loans in support of private equity sponsored company acquisitions. He works with top tier technology focused middle market private equity firms across the country. His team has led over 60 buyout financings in vertical industries ranging from enterprise software and SAAS model deliveries to hardware technologies. He has over 25 years of banking experience, specializing in cash flow leveraged lending with deep domain experience in technology and enterprise software lending. Prior to joining SVB in 2006, to start the buyout lending practice, Sherer worked for Wells Fargo Foothill, Heller Financial, Bank of America, and GE Capital. Sherer also co-founded the technology specialty finance company Greyrock Capital.
Dr. FEI ZHOU, President of Synergie Capital Group
Synergie Capital is an investment and advisory firm focused exclusively on global cross boarder investments. Before founding Synergie Capital in 2012, Dr. Zou was a Managing Director and a founding member of the Special Investment department at the China Investment Corporation (CIC), a sovereign wealth fund with more than $750 billion under management. Dr. Zou joined CIC in 2008, and was responsible for close to $30 billion in direct investments between 2008 and 2011 in the US, Europe, Asia and Latin America. He is also Executive Director at Vertu, and on the board of BYD, China Modern Dairy Holdings, and PT Delta Dunia Makmur Tbk.