Skip to content

Prospective Clients

Thank you for taking the time to review our materials. Altamont Capital Management, LLC was established to provide a variety of important financial services to clients throughout Western North Carolina and beyond.  As a Registered Investment Advisor, Altamont is dedicated to assisting clients in the development of their individual wealth management strategies and, if appropriate, to provide the necessary vehicles to implement those strategies. Altamont provides investment advisory services, comprehensive financial planning, and individual & group insurance products.

This website primarily contains information on our investment advisory service, which is offered in partnership with Capital Directions, an Atlanta based Registered Investment Advisor with over $1.4 billion in assets under management.   Our investment process is dedicated to providing investors with the returns necessary to achieve their goals with the least amount of risk possible.  We use institutional, asset-class mutual funds from some of the world’s foremost investment managers to implement our strategies.  Unlike traditional retail and index mutual funds, our funds use sophisticated management strategies to ensure proper asset class exposure while keeping fees, trading costs, and taxes to a minimum.

To determine if Altamont is right for you, we evaluate the effectiveness and cost of your current portfolio.  There is no charge for the assessment and, once completed, you will be more informed about your current investment program and what modifications, if any, might be necessary.

After completing the assessment process, we direct our clients to the most appropriate portfolio strategy using an Investor Profile Questionnaire.  We subsequently monitor portfolio performance on an ongoing basis to ensure that it continues to meet the client's needs, both today and in the future.  Please reach out to me if you would like to learn more or arrange an introductory meeting.

~James W. Plaster, CFP ® President

Contact Us

Get to Know Us

At Altamont Capital Management, LLC, we are here for clients when they have a genuine financial need. Learn More

Ask a Question

Find comfort in knowing an expert in investment and financial planning is only an email or phone-call away. (828) 236-0610

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us