If you were climbing Mount Everest, who would you pick to lead you? Ideally, a Sherpa who has climbed Everest many times and has guided others like you safely up and down the mountain. Altius (Latin for "higher") serves as your financial Sherpa - a financial advisor you can trust to guide you to your own personal financial Everest.
It doesn't matter how simple or complex your journey is, Altius will guide you to a higher plane, caring for you and managing your finances as we would our own. You can depend on us for sound, personalized financial advice and a steady hand managing your investments. We do a lot of the heavy lifting for you, relieving you of the need to worry about your finances and investments on a daily basis.
It doesn't matter how simple or complex your journey is, Altius will guide you to a higher plane, caring for you and managing your finances as we would our own. You can depend on us for sound, personalized financial advice and a steady hand managing your investments. We do a lot of the heavy lifting for you, relieving you of the need to worry about your finances and investments on a daily basis.
Services
Mehmood Nathani, CFA, CFP(R), is the founder and principal of Altius Financial Advisors, LLC. He formed Altius in 2001 because he wanted to make a positive difference in the lives of his clients by giving them sound advice and managing their investments with care and skill. As Assistant Treasurer, he was responsible for a multi-billion dollar funding, derivatives, hedging and investment program.
This is our primary service. We will develop a financial plan for you, manage your investments, update your financial plan and advise you on an as-needed basis. Our minimum for investment management is a portfolio of at least $500,000. We will develop a financial plan for you and help you implement it.
Altius is an independent, fee-only, financial advisory firm founded in 2001. Based in Bethesda, Maryland, we provide financial advice, develop personalized financial plans and manage investments for clients in several states and the District of Columbia. Our clients are varied in their backgrounds, professions and ages.
We are a fee-only advisor, which means that we are compensated solely by fees. We do not sell any products or earn any commissions. The advice we give you is based entirely on what we believe is in your best interest; we do not earn any compensation from other sources as a result of our advice. There are two components to our fees: (1) a one-time fee to develop your plan and (2) an ongoing fee to manage your investments.
When we sit down with you to develop your plan, we look at your entire financial picture. We become familiar with every facet of your financial situation so that we can identify and examine each financial planning area that is relevant to you. We run the numbers and analyze your situation using our software tools, but more importantly, our experience, knowledge and intuition.
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