Our specialization allows us to deliver exceptional value above and beyond the traditional models of wealth management and family offices. We find that as a client’s wealth and complexity exceeds certain thresholds, so does their need for a more advanced and integrated service offering.
New clients must be referred to AltruVista by an existing client, professional alliance (CPA, Attorney, Banker, etc.), professional organization (YPO, EO, Vistage, Strategic Coach, etc.) or trusted contact of the firm. A reference from one of these parties may also be sufficient.
New clients generally meet at least one of the financial criteria below:
New clients under the age of 45 generally meet at least one of the financial criteria below:
Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.