Inaltis Capital Management, LLC

InAltis Capital Management, LLC provides discretionary investment management, portfolio consulting, and financial planning to individuals, high‑net‑worth clients, trusts, endowments, estates, small businesses, and pension and profit‑sharing plans. The firm operates as a fee‑only advisor and manages client assets through separately managed accounts synchronized to model portfolios.

Advice is delivered via model portfolios called SpokeFund®, with two named strategies: Resolute Income (focused on current income and capital preservation using value‑oriented analysis) and Osprey Growth (focused on long‑term capital appreciation using value principles). InAltis emphasizes fundamental analysis, creates an Investment Policy Statement for each client, and implements both long‑term and short‑term trading across synchronized accounts held at the custodian.

Noteworthy distinctions include the explicit servicing of corporate/small business clients and pension/profit‑sharing plans—client types that are less common among similar independent advisers—and the firm’s hub‑and‑spoke model that mirrors the manager’s personal account across investor accounts. The brochure also discloses that clients must use Interactive Brokers as custodian, that InAltis does not vote client proxies (clients receive and vote their own), and that the sole owner also maintains a public role as a contributor to The Motley Fool.