Tailored Investment Portfolios and Personal Financial Advice
Altiora serves clients nationwide and is managed by Derek Tinnin, CFP.
Our clients commit to long-term goals and follow evidence-based solutions. We believe a successful investment experience results from a transparent and methodical approach to unique and personal objectives.
Transparent – Flat-fee simplicity, clearly-defined investment philosophy
Objective – Fiduciary standard, putting client interests first
Personal – Focused on values, mutual trust, and customized service
Investment and Financial Advisory Retainer – Includes portfolio management and financial advice. The typical fee range is $1,000 to $2,000 per quarter, billed in arrears.
A percentage of portfolio size does not apply.
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.