Team altemus PROCESS

Strategize.

  • Listen to YOU

  • Understand YOUR goals

  • Define what YOU need from an advisor.

  • Identify areas where we can complement your current financial situation

Innovate. 

  • Monetize empathy

  • Conduct due diligence meetings with potential advisors

  • Score based on quantitative & qualitative criteria


Execute.

  • Results and Reports

  • Advisor Selection

  • Ongoing Monitoring

  • Regular meetings to review monitoring