Altair Advisers

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

22 Years

in Business

Accredited

Business

(312) 429-3000Call Visit WebsiteVisit Website Map & DirectionsDirections303 W Madison St Ste 600Chicago, IL 60606 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Chicago with Investment Advisory Service

Wrigleyville (4 miles)
Cicero (11 miles)
Oak Park (13 miles)
Berwyn (14 miles)
Forest Park (15 miles)

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General Info

Altair Advisers, founded in 2002, is an independent investment advisory firm, offering counseling services to high net worth individuals, families, business owners and foundations. The firm s investment planning and consulting process involves development of customized plans and recommending and evaluating client portfolios. It provides financial counseling for key officers and executives of corporations, offering various types of pricing arrangements and benefits. The firm also offers general financial planning and investment seminars on topics, such as cash flow planning and retirement planning. Altair Advisers serves more than 140 clients and its office is located in Chicago.

Email

BBB Rating

Extra Phones

Phone: (312) 765-7020

Fax: (312) 429-3029

Neighborhoods

Central Chicago, The Loop

AKA

Altair Advisers LLC

Other Links

http://www.altairadvisers.com

https://www.altairadvisers.com

https://altairadvisers.com/contact

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Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (312) 429-3000

Address: 303 W Madison St Ste 600, Chicago, IL 60606

Website: http://www.altairadvisers.com

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Altair Advisers

Charitable Giving
Identifying the optimal approach for current charitable giving and introducing him to a philanthropic consultant to develop a strategy for his long-term giving.
Tax Services
Income Tax
Working with their accountant and estate planning attorney to determine what ownership adjustments should occur in advance of a sale to minimize estate and income taxes.

Investment Management
Reports are prepared using investment performance and portfolio information obtained from third-party sources which we believe to be reliable. Some of the information included was obtained directly from the investment management firms themselves. We have not been engaged to perform, nor have we performed an audit of the data.
Mutual Funds
Investable Benchmark: A mutual fund or exchange traded product (e.g. an ETF) which attempts to replicate the performance of a specific market index or benchmark. Investors cannot purchase market indices directly, but they can invest in products intended to replicate them. For example, the S&P Total Return Index is not available for direct investment but investors can purchase shares in the iShares Core S&P 500 ETF which has an expense ratio of 0.07%. We assume distributions from the mutual fund or exchange traded product are reinvested on the payable date.
Bonds
Wealth Management
Altair hosts a series of private educational seminars, investment forums and networking events across the year. Our goal for these programs is to not only connect you with the expertise on our staff but to also give you the opportunity to meet with and hear from leading professionals in different areas of wealth management.

Accounting Services
Cash Flow Analysis

Financial Planning
The below profiles highlight a few of the client situations where we have provided customized advice based on a client’s specific needs. These examples illustrate our belief in the importance of taking a comprehensive view of your situation and identifying solutions that are fully integrated with all aspects of your personal financial planning needs.
Retirement Planning
Long Term Care
Introducing her family to an attorney with expertise in special needs trusts to help her parents provide for the long-term care of her adult brother with special needs.
Asset Management
Creating a portfolio with an asset allocation intended to provide steady but prudent growth to protect a significant portion of your wealth. This provides peace of mind for him to take higher risks with other capital without concern of compromising his lifestyle.

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