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When selecting a financial advisor, people have a wide choice. Given the fiduciary and long-term nature of the relationship, it makes sense to select a professional whom you trust and who shares your philosophy on investments and markets. This entails understanding an advisor's experience, qualifications, services, fees, and approach. Below is a summary of our philosophy and credentials. If you agree that these "distinctive characteristics" are important, you might find Altius to be a good fit and we would welcome your request for more information.
Our Distinctive Characteristics
· Experience and credentials of Mehmood Nathani. Twenty five years of financial, consulting and auditing experience, including twelve years at Fannie Mae in the areas of funding, hedging and investments. MBA, CFA, CFP®, ACA, Series 65 License.
· Independent, professional, fee-only practice. A Registered Investment Adviser in Maryland, Virginia and DC with no financial incentive to sell or recommend particular products.
· Transparency with respect to services, fees and approach.
· Customized approach to financial planning that assumes each client is unique.
· Emphasis on long-term investment performance based on efficient asset allocation, diversification, low costs, and efficient tax management.
· Realism about what is achievable with respect to goals and investments, offering no promises regarding investment performance.
· Use of sound and sophisticated financial techniques in developing recommendations.
· Commitment to using advanced technology to improve business practices.
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