Third party services for legal and accounting practices
Increasingly, attorneys and accountants are requested to provide investment and fiduciary services on behalf of clients. Altavista offers the full range of our investment management, custodial and fiduciary services to professional service firms on a private label basis. In essence we provide professionals the infrastructure to provide these services while minimizing the risk and labor associated with them.
- Provide Custody, Portfolio Accounting and Risk Management and fee collection infrastructure for professionals acting as fiduciaries
- Outsourced Investment Management and Monitoring