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
Vanguard Financial Advisor Services
Charles Schwab Advisor Services
Fidelity Institutional Wealth Services
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.