A
Altair Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,498,926
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$349,893
About
Altair Investment Management provides portfolio management to individuals, families and small businesses, offering both discretionary and non-discretionary services for retirement, joint, custodial and individual accounts. The firm manages growth and growth-and-income portfolios and advises on a broad range of instruments, including exchange-listed securities, corporate and municipal debt, U.S. government securities and option contracts.
Investment decisions are driven by fundamental security analysis and are tailored to each client’s investing experience, financial goals and risk tolerance, with strategies that can include long- and short-term purchases and covered option writing. Accounts are reviewed regularly (at least monthly and often weekly or daily), and related accounts may be aggregated for fee calculation and trade execution purposes.
Noteworthy aspects for a small, solo-practitioner adviser include an explicit cap on the number of managed accounts to maintain focused service and the firm’s use of options and other derivatives as part of client strategies. The firm places client assets with an independent custodian (Charles Schwab) and documents practices such as aggregation of related accounts and handling of ERISA/self-directed retirement account types.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $100,000: 0.88% $100,001 - $300,000: 0.78% $300,001 - $1,000,000: 0.68% $1,000,001 - $3,000,000: 0.58% $3,000,001+: 0.48%
Account minimum: $10,000 Minimum fee: $50 per quarter minimum fee on first $100,000 (whichever is greater)
Main office location
Altair Investment Management
Olympia WA, United States
Number of offices
1
Most active in
Altair Investment Management has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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