Our clients come from different businesses, backgrounds and cultures. The vast majority are self-made entrepreneurs who have a passion for growth and progress. Their best investment is their business, and greatest love is their family.

Clients & Qualification

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.

To qualify for client membership, we request the following:

1

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.

2

New clients generally meet at least one of the financial criteria below:

  • Net-worth in excess of $20,000,000 (inclusive of business value)
  • Annual income in excess of $2,000,000 (EBIDTA + all income sources)
  • Portfolio assets in excess of $2,000,000
3

New clients under the age of 45 generally meet at least one of the financial criteria below:

  • Net-worth in excess of $10,000,000 (inclusive of business value)
  • Annual income in excess of $1,000,000 (EBIDTA + all income sources)
  • Portfolio assets in excess of $1,000,000

Before we engage a new client, we complete stage one of our process to ensure the right-fit. We pursue engagements where we are able to create significant value for our clients, utilize our firm's expertise, and enjoy a long-term relationship based on mutual trust.

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.