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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.

Recent Posts

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

Planning

Already Planning a Vacation? Better Check Your ID!

The days are getting longer, the weather is getting warmer, and we are all itching to get back to “normal”. … Continued

Insights

Identity Theft and the Remote Workforce

As the COVID-19 pandemic forced a dramatic shift toward a remote work force with virtual access through home computers, our … Continued

Planning

Dissecting the Consolidated Appropriations Act, 2021 (CAA)

A bipartisan group of representatives and senators passed the CAA, and it was signed into law on December 27, 2020. … Continued

Insights

Planting the ROTH seeds for the Next Gen

At Altavista we enjoy spending time helping clients and their families in a variety of ways. A few months ago, we were meeting with clients who had young adult children in … Continued

Investments

This Could Be the End of Something Big!

Steve Allen, initial host of the Tonight Show, composed the show’s first theme song, “This Could Be the Start of … Continued

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

Planning

Already Planning a Vacation? Better Check Your ID!

The days are getting longer, the weather is getting warmer, and we are all itching to get back to “normal”. … Continued

Insights

Identity Theft and the Remote Workforce

As the COVID-19 pandemic forced a dramatic shift toward a remote work force with virtual access through home computers, our … Continued

Planning

Dissecting the Consolidated Appropriations Act, 2021 (CAA)

A bipartisan group of representatives and senators passed the CAA, and it was signed into law on December 27, 2020. … Continued

Insights

Planting the ROTH seeds for the Next Gen

At Altavista we enjoy spending time helping clients and their families in a variety of ways. A few months ago, we were meeting with clients who had young adult children in … Continued

Investments

This Could Be the End of Something Big!

Steve Allen, initial host of the Tonight Show, composed the show’s first theme song, “This Could Be the Start of … Continued