Mette Associates, LLC logo

Mette Associates, LLC

Updated today

Client assets under management

$1,154,844

Clients

16

0% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$72,178

About

Mette Associates provides independent investment advice and portfolio management to a range of clients, including individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm makes tailored recommendations on asset allocation and specific investments—typically mutual funds, ETFs and investment‑grade fixed income—and may recommend private alternative investments or undertake discrete special projects under separate engagement terms.

The firm documents client investment goals in written policies and emphasizes diversified, liquid, and transparent portfolios intended to manage downside risk at a low total cost, drawing on independent research and public information sources. Mette Associates does not accept discretionary trading authority in its advisory agreements, so clients authorize specific transactions and accounts are reviewed on a monthly, quarterly and annual basis.

Compared with many peers, Mette Associates manages a modest number of client relationships relative to its assets under management (about $62.5 million) and operates without soft‑dollar benefits or referral arrangements. The firm also operates under the market name Tallsalt Advisors and has an established practice advising and participating in development activities for Native American tribal organizations, a client focus and affiliation that is less common among firms of its size.

Client services

Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.25% annually

Project-based

Up to $250 per hour for special projects or analyses

Main office location

Mette Associates, LLC

60 E Rio Salado Parkway, #900

Tempe AZ 85281, United States

Number of offices

2

Most active in

Arizona

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Annmarie A

Series 63, Series 65

Tempe, AZ

Mette Associates, LLC

Annmarie Alaniz is a financial advisor with Mette Associates, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Mette Associates since 2011, with additional roles at Northwestern Mutual Investment Services, LLC, Timothy Radden, and Global Sourcing Solutions Corporation, where she is a managing partner involved in operations and business development outside of investment advisory. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private investment funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios focused on managing downside risk and operates without discretionary trading authority, engaging clients in specific transaction approvals.

Private / alternative investments Founder/Business Owner
user avatar

Steven G

Series 63, Series 65

Tempe, AZ

Mette Associates, LLC

Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Private / alternative investments Founder/Business Owner
user avatar

Delmar B

Series 65

Tempe, AZ

Mette Associates, LLC

Delmar Blackhorse is a financial advisor at Mette Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tallsalt Advisors since 2015. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios designed to manage downside risk, and it operates with a modest number of client relationships relative to its assets under management.

Private / alternative investments Founder/Business Owner
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