Altitude Service Models

Partners can choose either the Altitude Traded or Representative Traded Service Model, depending on the level of involvement desired in the day to day management of their client portfolios. 

 

Altitude Traded

This is a turnkey process for those who choose to completely outsource their model construction, portfolio trading, and investment management process to Altitude Investment Management.  Partnering Representatives receive our help with model creation, defining the appropriate risk tolerance process for clients, and all aspects of portfolio trading, rebalancing, and maintenance.  Here is a non-exhaustive list of what we can provide based on this service model:

  • Provide Access to Our Efficiently Constructed Models 
  • Provide MoneyGuide Pro Client Analysis
  • Provide Detailed Risk/Return Analysis
  • Provide Client Facing Appointment Assistance
  • We can completely run a client appointment.
  • Provide Portfolio Maintenance, Trading and Model Re-Balancing, including cash raises.
  • Provide Model Changes based on annual manager reviews, and 3rd party quantitative data provided by Morningstar.
  • Educate Partnering Representatives on a system to improve client asset allocation, and retirement planning outcomes.
  • And more.

Representative Traded

This process is for those who choose to outsource their model construction and investment management process to Altitude Investment Management.  You as the Advisor perform the portfolio maintenance, trading, and model rebalancing in this process. Here is a non-exhaustive list of what we can provide based on this service model:

  • Provide Access to Our Efficiently Constructed Models 
  • Provide MoneyGuide Pro Client Analysis
  • Provide Detailed Risk/Return Analysis
  • Provide Client Facing Appointment Assistance
  • We can completely run a client appointment.
  • Provide Model Changes based on annual manager reviews, and 3rd party quantitative data provided by Morningstar.
  • Educate Partnering Representatives on a system to improve client asset allocation, and retirement planning outcomes.
  • And more.