Fiduciary

We are a fiduciary to our clients.  This means that we are committed to finding investments that are best for our clients, period.  We avoid conflicts of interest and provide full transparency.  

Many investment advisors are fiduciaries to their shareholders, not to their clients.  For example, with some advisors there may be hidden fees in investments that benefit the firm, not their clients.  At Altos Investments, we work for our clients, and nobody else.  [More information on fiduciary standards and responsibilities is available here]

 

Secure

Altos Investments uses TD Ameritrade's custodian and trading platform for managed accounts.  Client investment accounts are held by TD Ameritrade and clients can view them anytime via our online portal or TD Ameritrade directly.  

Strive not to be a success, but rather to be of value.
— Albert Einstein