Six structured mandate tiers engineered for discerning private clients, family offices, endowments, and corporate treasuries. All client accounts are held in segregated custody with independent Tier-1 depository institutions under formal fiduciary governance.
Review service capabilities, governance standards, and operational parameters across our formal wealth mandates.
| Service Feature | Beginner | Basic | Bronze | Silver | Gold | Platinum |
|---|---|---|---|---|---|---|
| Minimum Capital | $250 | $10,000 | $25,000 | $50,000 | $150,000 | $250,000 |
| Segregated Tier-1 Custody | ||||||
| Dedicated Senior Wealth Advisor | Managing Partner Desk | |||||
| Investment Policy Statement (IPS) | — | |||||
| Dynamic Multi-Asset Rebalancing | Quarterly | Monthly | Bi-Weekly | Continuous | Continuous | Continuous Real-Time |
| Tax-Aware Loss Harvesting | — | |||||
| Direct Market Execution & TCA | — | — | ||||
| Private Markets & Co-Investments | — | — | — | |||
| Chief Investment Officer Advisory | — | — | — | |||
| Annual Independent Fiduciary Audit | — | — | — |
All client capital and financial instruments are held in strictly segregated, ring-fenced custodial accounts with independent, Tier-1 depository institutions (such as BNY Mellon, State Street, or Swiss depository banks). Altius Associates operates solely as an independent fiduciary investment advisor and discretionary asset manager; we never hold custody of client assets directly on our corporate balance sheet.
In strict compliance with international anti-money laundering (AML) and Counter-Terrorist Financing (CTF) standards, onboarding begins with an institutional client suitability review, source-of-wealth documentation, and identity verification. Each mandate is governed by a formal Investment Management Agreement (IMA) and an individualized Investment Policy Statement (IPS).
Altius Associates operates exclusively on a transparent, fiduciary fee model calculated strictly as an annualized percentage of Assets Under Management (AUM) or agreed advisory retainers. We accept zero third-party commissions, soft dollars, or payment-for-order-flow (PFOF), ensuring complete independence and fiduciary alignment with our clients.
Yes. We routinely architect cross-border structures for international families, trusts, and corporate entities across key regulated jurisdictions including the United Kingdom, Switzerland, the European Union, Singapore, and the UAE, coordinating directly with your existing tax and legal advisors.
An Investment Policy Statement is a binding foundational governance document created jointly between the client and Altius Associates. It establishes your explicit return objectives, risk tolerance parameters, liquidity needs, time horizons, tax considerations, and asset class constraints, serving as the benchmark for all discretionary decisions.
Yes. As your portfolio compounds or additional capital is allocated, mandates are seamlessly transitioned to higher tiers to unlock enhanced institutional capabilities, such as direct private market co-investments and dedicated CIO advisory desks.