Contact Us at: :: Cordillera Colorado - (970) 306-4928


Alta Cima Advisors, LLC...

Our experience and commitment = Your sucess, never at the mercy of theory

Alta Cima Overview

Welcome if you just came from our Mi Tierra es Latina site.

'Alta Cima' is a Spanish phrase meaning 'high top'. Alta Cima Advisors, LLC is a consulting firm. We are a registered investment advisory (RIA) firm in Colorado and Texas located in Cordillera Colorado with over 25years of risk management, portfolio construction, asset allocation and enterprise IT system design and development experience. The firm was originally formed in 2004 as a "family office" to manage the wealth of the principals' families. It has since been expanded to provide consulting services for our institutional and commercial clients which include: energy trading firms, commodities trading firms, equities and fixed income trading firms, commercial banks and economics firms.

No matter what your needs, we promise to deliver objective, informed advice, and actionable plans for improving your results.

We offer advisory services in the following areas:

·         Commercial software selection, acquisition, and implementation

·         Software build .vs. buy

·         Bespoke software design, build and implementation

·         Experience with Dodd-Frank derivatives reporting requirements and how to modify systems to accommodate this – especially in the Energy Trading environment

·         Assistance with compliance review for: components of Basal III, SOX, other regulatory compliance

·         Complex financial model design, development, model audits

·         Complex IT system/database design development

·         3rd Party contract compliance audits

·         Analyzing and recommending existing optimal investment composition using various methods including: factor model analysis and decomposition, complex portfolio optimization using quadratic programming (or other optimization methods).

·         Risk budgeting and decomposition

·         Conditional volatility forecasting

·         Investigating the appropriateness of alternative investments - Hedge Funds - Managed Accounts and how they might best fit into an overall wealth building strategy

 

IMPORTANT CONSUMER DISCLOSURE: Alta Cima Advisors,, Inc. ("ACA") is a Texas and Colorado Registered Investment Adviser. Alta Cima Advisors and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon Texas registered investment advisers including Series 65 certification. ACA may only transact business specifically for registered advisory services in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. However, most consulting services we provide for commercial clients are exempt. ACA`s web site is limited to the dissemination of general information pertaining to its general consulting services, investment advisory and financial planning services. Any subsequent, direct communication by ACA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ACA, please contact the Texas state securities law administrators for those states in which ACA maintains a notice filing. A copy of ACA`s current written disclosure statement discussing ACA`s business operations, services, and fees is available from ACA upon written request. ACA does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to ACA`s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Alta Cima Advisors, Inc. is a US registered trademark.