Alta Advisors LLC

Overview

Alta Advisors LLC is a small, privately owned investment advisory firm organized as an LLC that serves institutional clients while also providing portfolio management for individuals and small businesses. The firm functions as an insurance broker in addition to its advisory work and offers pension consulting services. Compensation is a mix of percentage-of-assets-under-management fees and hourly charges. Alta is not identified as an active ESG investor and is not registered as a multistate adviser in the available data. The firm operates primarily on a non-discretionary basis, meaning clients retain decision authority over trades and major portfolio changes. Ownership is held by an individual rather than a larger corporate sponsor or network.

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