Altos Investments, Inc.
Altos Investments, Inc. (CRD# 283306) is a financial advisory firm headquartered in Los Altos, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
William Martin, CFA (CRD# 1568084) is a Registered Investment Advisor and founding principal at Altos Investments, Inc. in Los Altos, CA and has 30 years of experience in the investment industry.
Bill Martin started Altos Investments after a highly successful 25 year career as a Mutual Fund manager. He has managed over $10+ billion in investments for institutions worldwide and across all asset classes including stocks, bonds, commodities, and currencies. Bill began his career as an advisor to individuals, and founded Altos Investments in 2016 to get back to those roots.
As an institutional money manager, Bill’s funds were rated 5 stars by Morningstar and frequently included in Schwab's Mutual Fund OneSource Select List. Bill has been interviewed for his expertise by media outlets such as CNBC, Bloomberg TV & Radio, Fox Business News, BusinessWeek, New York Times, Barron's, Wall Street Journal, Financial Times, USA Today, Los Angeles Times and others, and he has spoken at institutional investment conferences including Journal of Finance, Charles Schwab, Morningstar, and Pensions & Investments over the years.
Bill Martin attained his CFA designation in 1991. A CFA, Chartered Financial Analyst, is a professional designation much like the CPA. The CFA is the gold standard in asset management and includes a strong emphasis on code of ethics, continuing education and the role of being a fiduciary to clients.
Bill left the institutional investment world to more closely connect to the vibrant Silicon Valley through his clients, advisors, and partners. He specializes in advising clients going through life's transitions. Altos Investments is a fee-based Registered Investment Advisor, offering a full range of wealth management services.
Greggory Ringold (CRD# 6113005) is an Investment Advisor Representative working at Altos Investments, Inc. in Los Altos, CA and has 1 year of experience in the finance industry.