Altavista Wealth Management, Inc.
is a registered investment advisor and trust company serving individuals, families and institutions focused on the creation and preservation of wealth. Our mission is to produce superior risk–adjusted returns through a disciplined and active asset deployment strategy which diversifies the portfolios under our charge across stocks, bonds, real estate and alternative investments utilizing stocks, bonds, mutual funds and institutional money managers.
Portfolios are managed in a cost and tax-sensitive manner and tailored to our clients’ specific goals. We are compensated only for our advice and counsel and have no proprietary interest in any strategy, fund or product. We also provide financial planning, estate planning and fiduciary services to provide comprehensive management of our clients’ financial affairs, working in concert with their legal, tax and risk management advisors. The principals and staff of our firm form close relationships with our clients and typically are involved in all aspects of their financial well-being.