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