Altavista News

Celebrating 15 Years

Thank you for 15 years!

It seems like only yesterday, but in fact, 2018 marks the 15th anniversary of the founding of Altavista Wealth Management. We began operations in the spring of 2003 with five employees in a total of 500 square feet of office space. After the first 6 months, we had amassed 20 clients with a total of $15 million in assets under management.

Fast forward to December 2017, and we find ourselves with 11 professional colleagues responsible for assets under management of half a billion dollars, and 275 clients across 25 states.  These mileposts are significant to us and provide a great opportunity to reflect on where we have been, where we are now and where we are going.  The success we have enjoyed so far is due to the clients who have entrusted us with the management of their financial well-being, and the wonderful colleagues who have joined us over the years.

While we have grown significantly over the last 15 years, the core values established upon our founding remain the same. We have so enjoyed our time spent with clients and, as we plan the future of our company, we are compelled to take a moment to thank you, our families, and our communities for all the support we have been blessed to receive.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Altavista Wealth Management, Inc. (“Altavista”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Altavista. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Altavista is neither a law firm nor a certified public accounting firm and no portion of the article content should be construed as legal or accounting advice. A copy of Altavista’s current written disclosure Brochure discussing our advisory services and fees is available upon request.

Please Note: If you are an Altavista client, please remember to contact Altavista, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Altavista shall continue to rely on the accuracy of information that you have provided.