AltruVista Business Continuity Planning and Announcements

08/27/2020 - Due to the inclement weather hazards related to Hurricane Laura, the AltruVista team is currently operating in a limited capacity.  The following impacts on our operations are in effect:

  • The team may not be available by phone, email, or fax.  All inquiries or requests for money movement or trades can be processed directly via the appropriate custodian by the client if he or she is unable to reach our team.  

  • The team will communicate via notices and updates to clients via e-mail.  

  • All client service requests and communications will be processed on a delayed schedule depending on the availability of team members. 

Contact Information
AltruVista Office: 713-581-2440
TD Ameritrade: 800-669-3900
Comerica: 800-925-2160
AltruVista Email: admin@altruvistawealth.com

03/15/2020 - Due to the current COVID-19 related news in the greater Houston area, the AltruVista team is currently working remotely.  The following impacts on our operations are in effect:

  • Most meetings will be virtual unless absolutely necessary.  All social distancing protocols will be followed if there are any in-person meetings. 

  • Mail may be processed on a delayed schedule. 

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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

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.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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