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Martin Altimore

Advisor at MSA Capital Management, PLLC

Updated today
MSA Capital Management, PLLC logo

Firm

MSA Capital Management, PLLC

Location

Fair Oaks Ranch, TX

Credentials

Series 63, Series 65

Industry experience

9 years

About

Martin Altimore is the sole advisor at MSA Capital Management, PLLC, an independent firm based in Fair Oaks Ranch, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Since 2016, he has led Martin S. Altimore Capital Management. MSA Capital Management provides discretionary investment management to individuals, small businesses, charitable organizations, and other entities. The firm employs a Macro Approach to investing, combining technical, fundamental, and economic analysis to construct portfolios of equities, fixed income, ETFs, and cash tailored to clients’ risk tolerance and financial needs.

Client services

Based on MSA Capital Management, PLLC

Portfolio management

Expertise

Based on MSA Capital Management, PLLC

Active portfolio management

Occupation focus

Based on MSA Capital Management, PLLC

Founder/Business Owner

Fee options

Percentage

$50,000 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Other

Account minimum: $50,000

Location

Fair Oaks Ranch, TX

Most active in

Texas

Work history

Martin S. Altimore Capital Management

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edwin P

Series 63, Series 65

Bulverde, TX

ETF Strategies, LLC

Passive / index investing Active portfolio management
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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner
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John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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Rodrigo D

Series 65, Series 66

San Antonio, TX

Praestantia Capital, LLC

Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner

Douglas R

CFP®

Fair Oaks Ranch, TX

Fair Oaks Financial LLC

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Wealth management General retirement planning Divorced Women Baby Boomers (Born 1946-1964)
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