Altimeter Wealth LLC

Altimeter Wealth provides discretionary portfolio management, model portfolio services, and third‑party manager selection to a range of clients, including individuals, high‑net‑worth clients, trusts and estates, pension plans, corporations, and charitable organizations. The firm also acts as a model provider to other advisers and does not participate in wrap fee programs.

The firm manages bespoke ETF‑based model portfolios (Multi‑Asset, Income, Core‑Satellite, Disruptive Innovation, and Global Innovation) using quantitative methods, technical analysis and computer models, with rebalancing typically quarterly or as needed. Its disclosures note regular use of margin/leverage in managed accounts and that advisory fees are calculated on the gross value of portfolios, which the firm acknowledges can create an economic incentive to employ leverage.

Compared with many independent solo advisers, Altimeter is notable for explicitly serving charitable organizations and for its documented practice of borrowing/leverage in separately managed accounts — a practice the brochure flags as increasing portfolio risk and costs. The firm also routinely considers a wide range of instruments (ETFs, leveraged/inverse ETFs, ETNs, private placements, REITs and option strategies) and discloses relationships with custodians that provide institutional services and economic benefits to the firm.