Altiora

 

PERSONAL CFO

  • Personal financial advocate
  • Oversee all aspects of your wealth management
  • Coordination of investment, tax, estate, financial planning, risk, and other specialists
  • Comprehensive financial planning analysis, strategy, and implementation
  • Financial statement analysis and reporting
  • Budgeting and cash flow analysis
  • Accounting and bill pay
  • Financial data organization and archiving
  • Document management

Investments

  • Investment Planning
  • Portfolio design and fund selection
  • Flat fee, low-cost portfolio monitoring and management
  • Portfolio cost basis and income accounting
  • Performance and asset allocation reporting
  • Cashiering, transfers, and account administration 

We specialize in Evidence-Based Investing (EBI) and passive/index strategies. EBI is a disciplined approach that combines the data we have from the past and present with honesty about the unknowable future. Where others would use forecasts, or even emotions, to guide their decisions, practitioners of EBI would substitute facts, logic and reason.

Income Tax

  • Income Tax Planning
  • Prepare and file federal, state, and local tax returns
  • Tax payment processing and tracking
  • Tax data organization and archiving
  • Tax planning and optimization
  • Tax notice and audit support

Financial Planning

  • Analysis of goals and financial situation
  • Retirement, education, and estate planning
  • Risk management and insurance analysis
  • Coordination with investment and income tax planning
 
 
 

Altiora Group, LLC | 5947 Deerfield Boulevard, Suite 202 | Mason, OH 45040 | Phone: (513) 834-8056 | Fax: (877) 523-7005

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