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Altavista Wealth Management, Inc. provides a wide range of investment management and fiduciary services. Our services are designed to assist clients in all aspects of their financial lives. These services include:
Portfolio Management
Asset Deployment and Allocation
- Customized Investment Plan
- Portfolio Risk Modeling
Trust Administration and Fiduciary Services
- Corporate Trustee
- Trust Administration
- Custody of Real Estate
- Management of Closely Held Business Interests
- Custody and Management Services for Non-Profits, Foundations and Endowments
Financial Planning
- Trust, Tax and Estate Planning
- Cash Flow Planning and Budgeting
Family Office Services
- Scheduled and Unscheduled Bill Payment
- Management of Multiple Residences
- Arrangement and Hosting of Family Meetings
- Coordination of Advice with Family Attorney, CPA and Insurance Advisor
- Philanthropic Services
Third party services for legal and accounting practices
- Provide Custody, Portfolio Accounting and Risk Management and fee collection infrastructure for professionals acting as fiduciaries
- Outsourced Investment Management and Monitoring
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