Contact Us at: Toll Free - (866) 663-1707 :: New York, New York - (212) 203-4726 :: Cordillera Colorado - (970) 688-4150
Alta Cima Wealth Management
Alta Cima Advisors, LLC
...managing with care
Investment Partnerships and Money Management... leveraging technology for discipline
CBLogin
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Our Resources have years of experience with trading and risk managment. Our principals specifically have advised and provided large scale portfolio and risk managment for large trading operations such as: Williams Energy, Enron, BHP Bilton, British Petroleum, Reliant Energy, Waste Managment Corporation and many other global trading and risk management operations.
The firm was founded initially by Scott K. Olle, when during early retirement one of our founders struggled through the "planning" process with various planners and brokers of his own substantial estate. We found that traditional "brokers" do a better job selling investment products rather than managing and monitoring your assets once they are purchased. No one could really put it together for us. We strongly believe in the fee only advisory model, and are a fee only advisor. We believe we can greatly streamline the process through the use of technology to reduce the cost and time to you. Alta Cima Advisors, LLC was formed as a "family office" to truly manage all aspects of wealth creation, wealth preservation, and wealth/asset protections strategies and lay out long term plans for how to most efficiently pass that accumulated wealth on to the next generation and other worthy causes.
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| Last Updated on Friday, 07 December 2007 15:39 |
OUR RESOURCES

