We partner with Capital Directions, LLC, one of the Southeast’s largest investment advisors, to provide investment support services for our clients. Founded in 1985 in Atlanta, GA, Capital Directions manages over $1.4 billion, and much of it through selective affiliations with independent investment advisors like Altamont. We have partnered with Capital Directions since Altamont’s founding in 2001 and it has been a long-term, beneficial relationship for both Altamont and our clients.
In their support role, Capital Directions provides portfolio management, trading, and reporting services. Altamont handles the client relationship management process providing customized advice, personalized service, and coordination among the client’s CPA and other professional advisors.
To learn more about Capital Directions: https://capdir.com/