CTOs on the Move

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

Name Title Contact Details

Similar Companies

encompass communications

encompass communications incor is a Boston, MA-based company in the Financial Services sector.

Mechanics Bank

Mechanics Bank is one of the leading providers in Financial Services. It is based in Pasadena, CA. To find more information about Mechanics Bank, please visit www.mechanicsbankms.com

Hooker and Holcombe

Hooker and Holcombe is a West Hartford, CT-based company in the Financial Services sector.

Sun West Mortgage Co Inc

Sun West Mortgage Co Inc is a Cerritos, CA-based company in the Financial Services sector.

Sowell Management

Sowell Management Services is a privately held, independent registered investment advisory firm with over $1.6 billion in assets under management. We offer a full suite of business functions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, portfolio management and trading. Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable. Visit our website to learn how to join the SMS family! Please note that current regulatory policy does not allow us to receive testimonials of any kind including Endorsements of skills and expertise. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of Sowell, our services or our performance. This is the official Sowell Management Twitter page. Postings considered by the facilitator to be inappropriate will be removed and the follower blocked from future use. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. Information shared from third-party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.