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Investing Charitable Funds

Charitable funds, foundations and endowments have unique investment constraints since they are often called upon to produce a healthy current distribution and can exist in perpetuity. Altavista works closely with families, trustees and investment committees to achieve the funds’ investment goals.

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Planning
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Planning
Happily Ever After – But Just in Case…

A prenuptial agreement or “prenup” is a legal contract between a couple made before they get married that defines how … Continued

Planning
We’re Never Too Busy

We always put our clients first.  Clients work with us over other firms because our advisors bring an average of … Continued

Planning
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After so much recent uncertainty, now more than ever you want to feel confident about your retirement savings. You’ve also … Continued

Planning
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Let’s be honest. Talking openly about finances with your family can be uncomfortable. Yet it’s a critical part of ensuring … Continued

Investments
Everyone Jump in the Pool!

With the number of vaccinated Americans rising by the day and the warmth of spring upon us, the distinct air of … Continued