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Alta Trust

www.trustalta.com

 
Alta Trust has guided top investment advisers to bring their vision to life. We believe investment advisers and asset managers should have a trust company in their corner whose sole goal is to help them seamlessly scale their business. Our comprehensive solutions empower advisers to grow their business with creativity and confidence. Founded in 2008 by a family with decades of experience as investment advisers, Alta Trust specializes in investment opportunities such as Private Funds, Collective Investment Trusts. Our innovative trust company, chartered in South Dakota, gives investment advisers a safe, secure place for their clients` trusts to be managed. ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Cammack Retirement

Serving retirement plans since 1958 as a leader in the planning, execution, and strategic management of these plans, Cammack Retirement Group, formerly Cammack LaRhette Consulting, provides investment advisory and consulting services on programs with assets totaling more than $75 Billion. As a pioneer in the field, Cammack Retirement`s seasoned team possesses the focus, expertise, and experience to deliver strategic and successful solutions to help clients achieve the greatest return on their employee benefits investment. Our proven approach, along with our commitment to client partnerships, has led to our industry leading client satisfaction scores and average 13-year client longevity. With offices in New York City, Wellesley, Massachusetts, and Lexington, Kentucky* and clients spanning the country, Cammack Retirement is poised to deliver results to plan sponsors nationwide.