ALTOS FINANCIAL MANAGEMENT, LLC

Solutions for Success

OUR PHILOSOPHY

Altos Financial Management promotes the values of conservative investing.  As exemplified in the story of the Hare and the Tortoise, our belief is that "slow and steady wins the race."  Our studies of historical investment returns and inflation have shown that investors can be punished at both ends of the risk spectrum.  Those who seek government guarantees on all their investments will likely lose the purchasing power of their savings to taxes and inflation.  Those who seek heady returns will likely suffer sudden principal losses.

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We monitor the financial markets and client accounts in order to find the optimal portfolio mix of investments.  Each client account is individually tailored to meet specific risk and return criteria.  Adjustments to the portfolio mix are made with the objective of minimizing the risk of exposure while seeking attractive investment returns.

Give us a call today and let’s discuss what we can do for you.