Cutting Through The Noise

Altos Investments has merged with Silicon Valley based wealth management firm Three-Bell Capital

Three Bell and Altos Investments

Altos Investments has merged with Silicon Valley based wealth management firm Three-Bell Capital.

This combined relationship will provide clients with additional capabilities and resources in tax strategy, lending, estate planning, retirement plans, laddered bond portfolios, structured notes, pre-IPO private stock sales, performance reporting, and more.

Under the Three Bell banner, the combined firms will constitute the largest RIA in Los Altos with four seasoned advisors, a full client service and support staff, and over $500M in combined assets under management.