Tailored Investment Portfolios and Personal Financial Advice

 

Altiora is managed by Derek Tinnin, CFP.

EVIDENCE-BASED INVESTING

Our clients commit to long-term goals and follow evidence-based solutions. We believe a successful investment experience results from the transparent and methodical application of financial science to unique and personal objectives.

AUTHENTIC ADVICE

Transparent – Flat-fee simplicity, clearly-defined investment philosophy

Objective – Fiduciary standard, putting client interests first

Personal – Focused on values, mutual trust, and customized service

FLAT-FEE SERVICES

Investment and Financial Advisory Retainer – Includes portfolio management and financial planning services. The annual fee is typically $4,000 to $8,000 based on the nature of the portfolio and expected responsibilities of the relationship.

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 hourly rate.

A percentage of portfolio size does not apply in the fee calculation. Fees are billed quarterly in arrears.

EXTRAORDINARY ALLIES

Dimensional Fund Advisors

Vanguard Financial Advisor Services

Charles Schwab Advisor Services

Fidelity Institutional Wealth Services

TD Ameritrade Institutional

BROCHURE

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. Our Form ADV Part 2A and 2B is available upon request.