Tailored Investment Portfolios and Personal Financial Advice

Altiora is managed by Derek Tinnin, CFP. We serve clients nationwide.

EVIDENCE-BASED INVESTING

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.

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 advice. The typical fee range is $1,000 to $2,000 per quarter, billed in arrears.

A percentage of portfolio size does not apply.

EXTRAORDINARY ALLIES

Dimensional Fund Advisors

Vanguard Financial Advisor Services

Charles Schwab Advisor Services

Fidelity Institutional Wealth Services

TD Ameritrade Institutional

Envestnet Tamarac

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. We also deliver Form CRS – Client Relationship Summary. Both forms are available upon request, or via the links below.

Form ADV

Form CRS