Alter Asset Management, Inc.
Alter Asset Management, Inc. (AAM) is a private, fee-based financial services corporation offering investment management and advisory services to high net worth individuals and institutions. Investment strategies are personalized for each client in a quantitative framework that is deferential to risk tolerance. The firm has relationships with over 100 clients globally.
The core of AAM's program is discretionary, fee-based money management. AAM’s investment philosophy is value-driven. The firm takes an opportunistic approach toward the market capitalization of businesses in its client portfolios.
AAM's culture is built upon a vision of partnering with clients as their private CFO and financial concierge. The firm's package of family office services for its money management clients includes retirement planning, estate planning, risk management, insurance assessments, private business valuation, succession planning, and tax planning.
AAM does not assume custody of client assets and has relationships with nationally known organizations such as Charles Schwab to serve in this capacity. In addition, clients may select their own custodian.