We enjoy creating opportunities to strengthen relationships we have with our clients.

 

Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.

Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.

 

Investor Education


 

Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.

Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.