Grow Faster. Serve Better. Scale Smarter.

At Altitude Investment Management, we are built for advisors who are serious about growth.

Our AUM-based partnership model aligns our success directly with yours. As you grow your client relationships and expand assets under management, your economics improve — and your investment infrastructure scales with you.

This isn’t a service tier.
It’s a growth partnership.

Built Around Your Growth

Our fee structure is based on your total assets under management with Altitude — not short-term production metrics or market noise.

Your tier reflects the scale of your Altitude-managed business, rewarding both new growth and long-term client retention.

As your AUM grows, your economics improve.
Simple. Transparent. Scalable.

Institutional Investment Infrastructure — Without the Overhead

We operate as an extension of your team, delivering institutional-level investment support so you can stay focused on what matters most — your clients.

What we provide:

• Professionally constructed and maintained model portfolios
• Ongoing research and manager due diligence
• Risk framework support and portfolio analytics
• MoneyGuide Pro integration
• Client meeting preparation and strategic support
• Systematic monitoring and model updates
• Rebalancing guidance and implementation coordination

You focus on relationships and planning.
We power the investment engine behind your practice.

Scalable Economics That Reward Growth

Our Tiered Fee Program is designed to improve your economics as your Altitude-managed AUM increases:

Key principles:

• Based on total AUM managed with Altitude
• Automatically adjusts as your assets grow
• Your entire book benefits from scale

Growth compounds — and so do your advantages.

One Decision. Applied Firm-Wide.

You choose how to apply your tier benefit across your business:

Retain the Fee Reduction

• Advisor split adjusts
• Client fees remain unchanged

Pass the Reduction to Clients

• Client fees are reduced
• Advisor split remains unchanged

Your election applies firm-wide across all Altitude-managed assets — creating consistency across your entire practice.

Recognition at Scale

Advisors who reach $20M+ in Altitude AUM qualify for:

• 25 bps top-tier pricing
• Eligibility for our Annual Investment Committee Meeting & Dinner

Attendance is by invitation and subject to approval.

Built for Advisors Who Intend to Grow

Altitude is designed for advisors who:

• Want institutional-quality investment support
• Intend to scale AUM in a meaningful way
• Value aligned, transparent economics
• See investment management as a growth lever — not an operational burden

More Than a Model Provider

We are a strategic investment partner committed to helping you:

Increase assets. Strengthen client outcomes. Elevate enterprise value.