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We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.
Alta Trust has guided top investment advisers to bring their vision to life. We believe investment advisers and asset managers should have a trust company in their corner whose sole goal is to help them seamlessly scale their business. Our comprehensive solutions empower advisers to grow their business with creativity and confidence. Founded in 2008 by a family with decades of experience as investment advisers, Alta Trust specializes in investment opportunities such as Private Funds, Collective Investment Trusts. Our innovative trust company, chartered in South Dakota, gives investment advisers a safe, secure place for their clients` trusts to be managed. If you are an entrepreneurial adviser who wants a true partner to help you innovate and accelerate your business growth, let`s connect today. Hedge Funds • Private Equity Funds • Real Estate Funds • Collective Investment Trusts • Personal Trust Services • Custody Solutions • Creative Concepts
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