Altium Launches Investment Management Platform
Altelligence, our proprietary investment management platform, offers our clients and advisors access to strategic asset allocation, opportunistic rebalancing, and the tools to build diverse portfolios. The resource leverages direct indexing strategies and helps advisors address risk tolerance, cash flow, highly concentrated positions, client preferences, and other behavioral factors. “Our Altelligence platform has been a resounding success, delivering our clients significant value and empowering our advisors to differentiate themselves via tax efficient investing,” shared Altium Managing Partner, Anthony Destefano.
You can find more information about the platform in the Westchester & Fairfield County Business Journals.
Altium Wealth Management, LLC. ("Altium") is an SEC registered investment adviser. For information about Altium's registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov<http://www.adviserinfo.sec.gov>.