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ALTA Portfolio Service
You can manage your full portfolio of funds, stocks, options, and even track your investment changes real time. All of your changes when you trade or transfer will reflect in your portfolio for easy tracking.
My Account Details
Alta Investment clients can view their account details at any time. Your account section allows you to view your account balances, track your account activity, and see your complete trading history all in one convenient panel.
Private Wealth Management
Alta Investment Management is an investment manager and licensed financial services provider. We provide you with individual and personalised financial advice, with a strong focus on maximising long-term after-tax returns.
Alta provides innovative investment solutions to assist you with maximising your returns in the following key areas:
Tailored Investment Management
We develop one-to-one relationships with you, and firmly believe that the ongoing success of our business depends on your satisfaction.
The Value of Boutique Advice:
Diverse providers
Our approach results from access to diverse research and market insights, with no single provider given preference, avoiding the conflicts of interest sometimes apparent in larger organisations
Be In control
We impartially manage your portfolio to maximize growth and security while aligning with your goals. Your involvement is flexible based on your interest and availability.
Structured Approach
We collaborate with your legal and taxation advisers to create a structured plan for growing and safeguarding your wealth. Our aim is to establish an effective framework for intergenerational wealth growth and protection.
Pro-actively Managed
We address time constraints by proactively managing your investments. Taxation reporting is supplied directly to your accountant each financial year.
Focus on client interests
Your long-term interests form the basis for our advice. Our firm's philosophy is built on this partnership approach over the long term.
Expansion is not our primary aim
We serve a diverse clientele, including Family Groups, Executives, Companies and Self-Managed Superannuation Funds. The long-term success of our clients is fundamental to our business.
Talk to an Alta adviser
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