Wealth Management Services

Our primary concern is to help our clients achieve their financial goals.

Altavista Wealth Management, Inc. provides a wide range of investment management and fiduciary services. Our services are designed to assist clients in all aspects of their financial lives. We have officies in Asheville, North Carolina and Charlotte, North Carolina.

“Our investment philosophy begins and ends with the unique interests of our clients.”

We are long-term investors. We seek strong, long-term returns that are superior to their relevant benchmarks. We expect our clients portfolios to participate in strong market environments, while limiting declines in tougher market conditions. We implement meaningful diversification that spreads portfolio assets among equity, fixed income, and alternative investment categories. This diversified approach is the surest path to success in the marathon of long-term investing.

The Altavista investment process adheres to a disciplined approach that considers opportunities in global stock, bond, and alternative markets. Our investment approach combines top-down economic reviews with investment-specific analysis. This research-driven process supports tailored, risk-conscious, and tax-efficient investment portfolios.

Each portfolio begins with an unique set of goals and objectives. Collaboration allows us to establish a path forward for each portfolio. Our investment process facilitates the client’s path from setting objectives, to asset allocation decisions, to portfolio construction.

Setting Objectives


Setting investment objectives for our clients takes place in conversations with your advisor. We discuss your attitude toward risk, your past experiences in the market and other relevant facts and circumstances surrounding your investment portfolio. This process establishes goals that guide the investment process.

Asset Allocation


The split of your investment assets among equities, bonds, and alternative investments is the key to controlling risk and maximizing return. We take a collaborative approach with our clients in setting an allocation that is appropriate for the inevitable bull and bear markets that will characterize any long-term investment horizon. We use the same approach to consistently review and update the investment guidelines to take into account changes and developments.

Portfolio Construction


We do not believe that one model portfolio is right for all investors. We construct portfolios with a combination of internally-managed strategies and carefully selected sub-advised strategies. Our investment process allows us to build around concentrated holdings, outside private investments, and tax constraints. The resulting portfolio reflects the unique requirements of each client.


Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Altavista Wealth Management, Inc. (“Altavista”) does not serve as an attorney, accountant, or insurance agent. Altavista does not prepare estate-planning documents or tax returns, nor does it sell insurance products.

Investment Management


“Our investment philosophy begins and ends with the unique interests of our clients.”

We are long-term investors. We seek strong, long-term returns that are superior to their relevant benchmarks. We expect our clients portfolios to participate in strong market environments, while limiting declines in tougher market conditions. We implement meaningful diversification that spreads portfolio assets among equity, fixed income, and alternative investment categories. This diversified approach is the surest path to success in the marathon of long-term investing.

The Altavista investment process adheres to a disciplined approach that considers opportunities in global stock, bond, and alternative markets. Our investment approach combines top-down economic reviews with investment-specific analysis. This research-driven process supports tailored, risk-conscious, and tax-efficient investment portfolios.

Each portfolio begins with an unique set of goals and objectives. Collaboration allows us to establish a path forward for each portfolio. Our investment process facilitates the client’s path from setting objectives, to asset allocation decisions, to portfolio construction.

Setting Objectives


Setting investment objectives for our clients takes place in conversations with your advisor. We discuss your attitude toward risk, your past experiences in the market and other relevant facts and circumstances surrounding your investment portfolio. This process establishes goals that guide the investment process.

Asset Allocation


The split of your investment assets among equities, bonds, and alternative investments is the key to controlling risk and maximizing return. We take a collaborative approach with our clients in setting an allocation that is appropriate for the inevitable bull and bear markets that will characterize any long-term investment horizon. We use the same approach to consistently review and update the investment guidelines to take into account changes and developments.

Portfolio Construction


We do not believe that one model portfolio is right for all investors. We construct portfolios with a combination of internally-managed strategies and carefully selected sub-advised strategies. Our investment process allows us to build around concentrated holdings, outside private investments, and tax constraints. The resulting portfolio reflects the unique requirements of each client.


Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Altavista Wealth Management, Inc. (“Altavista”) does not serve as an attorney, accountant, or insurance agent. Altavista does not prepare estate-planning documents or tax returns, nor does it sell insurance products.