Altamont Capital Management

EST. AUM
$412,289,220

CONTACTS
1

CLIENT ACCOUNTS
387

Firm Details

Metro area Charlotte
CRD Number 118979
Website altamontcm.com
Client types

Overview

Altamont Capital Management's strategy is based on using time-tested methods to help clients achieve their financial goals, with a strong emphasis on risk management. The firm avoids pursuing cutting-edge financial products or focusing too heavily on a single idea at the expense of others. Tax efficiency plays a central role in all their strategies, as they believe that it’s not just about what clients make, but what they keep. For example, in retirement planning, Altamont often advises clients to defer withdrawals from Traditional IRA or 401(k) accounts to minimize ordinary income tax, while also considering the timing and nature of income. In terms of investment, Altamont focuses on prudent asset allocation, recognizing that over 90% of an investor’s returns come from exposure to broad asset classes, such as large U.S. stocks and short-term bonds, rather than individual security selection or market timing. As a result, they prioritize diversification across multiple asset classes. Altamont partners with firms like Dimensional Fund Advisors (DFA), whose investment philosophy aligns with their own focus on proven, historical trends to improve returns. These strategic partnerships enhance their ability to deliver reliable and successful financial strategies to clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Altamont Capital Management

Platform Details

Investment Preferences

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