Tailored Investment Portfolios and Personal Financial Advice
Altiora is managed by Derek Tinnin, CFP.
Transparent – Flat-fee simplicity and a clearly-defined investment philosophy
Objective – Fiduciary standard, putting client interests first
Personal – Focused on values, mutual trust, and customized service
Our clients commit to long-term goals and follow evidence-based solutions. We are a resource to their success by applying a transparent, methodical approach to their unique and personal objectives.
Investment and Financial Advisory Retainer – Includes ongoing portfolio management and financial advisory services. The annual fee is typically $4,000 to $8,000 depending on the complexity, time involvement, number and type of accounts, and expected responsibilities.
Investment Consulting Retainer – Includes non-discretionary consulting, typically for ERISA retirement plans or 501(c)3 organizations. The fee is quoted upon request as a flat annual amount or at $200 per hour.
Special Projects – Quoted upon request
A percentage of portfolio size does not apply in the fee calculation. Annual fees are billed in quarterly installments, in arrears.
Altiora Financial Group, LLC (Altiora) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SEC-registered investment advisers are required to deliver to each client or prospective client a Form ADV Part 2A (brochure) and Part 2B (brochure supplement) describing the adviser’s business practices, conflicts of interest and background.