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
Bill 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.
Whether you are planning for retirement, preparing for a liquidity event, experiencing a financial transition, looking for diversification, or simply looking for a second opinion on your investment mosaic, Bill and Altos Investments has the experience, insights, and network of partners to deliver the best possible wealth management solution designed for you.
Bill Martin started Altos Investments after a highly successful 25 year career as a Mutual Fund manager where he managed over $10+ billion in investments for institutions worldwide and across all asset classes. Bill began his career as an advisor to individuals, and returned to found Altos Investments to more closely connect to individuals like you.
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.
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.