Attract
New Clients
Increase
Your Revenues
Access
New Opportunities
Attract New Clients
Increase Your Revenues
Access New Opportunities
Do you ever find yourself wondering…
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If you are offering your clients the best investment opportunities?
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If you can execute your ideas without slowing your growth?
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If you can find the right partner to make your vision a reality?
At Alta Trust we know you have big ideas to continue your growth but time is short and the right partners are hard to come by. We understand what it feels like to have unique investment strategies and business ideas you want to implement, but not have the time or tools to launch. We also understand the challenge of finding a trust company you can… well, trust. That’s why our team of former advisers created Alta Trust. Our comprehensive solutions empower you to grow your business with creativity and confidence.
Isn’t it time to discover how to bring your unique investment strategies to life?
91
of advisers fail to offer private investments to their clients
66
of advisers don’t have a strong retirement offering
83
of advisers fail to offer estate planning services to retirees
When you work with Alta Trust you can expect…
Entrepreneurial Approach
Our team takes your ideas and collaborates with you to launch the best strategy for you and your clients.
Time & Cost Saving Strategies
Our team handles everything from administration to compliance allowing you to save time and reduce costs.
Extensive Industry Experience
Our team has years of industry experience and partners with some of the best names in finance.
When you work with Alta Trust you can expect…
Entrepreneurial Approach
Our team takes your ideas and collaborates with you to launch the best strategy for you and your clients.
Time & Cost Saving Strategies
Our team handles everything from administration to compliance allowing you to save time and reduce costs.
Extensive Industry Experience
Our team has years of industry experience and partners with some of the best names in finance.
“We believe most trust companies are run like antiquated banks that are stale and indifferent. That approach does not work for our growing, dynamic company. Alta Trust is the right partner for us. They understand our unique needs, provide a high quality and an experienced client service team, and helps support our goals!”
– Todd Kading, President & Co-Founder, LeafHouse Financial
The Alta Trust Way
Discover Solutions
Every investment adviser comes to us with a challenge they are looking to overcome. Our team listens, learns and presents a creative plan to help you achieve your business goals.
Set the Course
Once we have the plan in place we go to work with stakeholder calls, plan documents, and compliance approvals and sign a formal contract. Our team guides you each step of the way.
Work to Help You Win
When we launch we move quickly to get you the tools you need to keep your current clients happy and win more business.
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“We have introduced a number of our investment adviser partners to Alta Trust for Collective Investment Trusts, Private Funds and Personal Trust solutions. They have a deep expertise in each area and are good people too. I don’t hesitate to recommend them to any investment adviser.”
– Clint Sorenson, Co-Founder, Wealthshield, LLC
What makes Alta Trust so different?
At Alta Trust we know you want to remain competitive. Perhaps you have ideas and strategies but don’t have the time or the team needed to bring them to fruition. Maybe you are tired of so-called trust companies turning around and trying to take your clients. Or you wonder if your offerings are interesting enough to keep your clients from leaving you for a competitor.
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We believe you should have a trust company in your corner whose sole goal it is to help you capture and win new business. Founded in 2008, by a family with decades of experience as investment advisers, Alta Trust wants to make innovative investment opportunities like Private Funds, Collective Investment Trusts and Personal Trusts available to more investment advisers like you. Our innovative trust company, chartered in South Dakota (known for having best trust statutes in the U.S.), gives investment advisers a safe, secure place for their clients’ trusts to be managed. At Alta Trust we are looking for entrepreneurial advisers who want a true partner to help them innovate and accelerate their business growth.
Isn’t it time to let your ideas lead your growth?
Collective Investment Trusts
Entrepreneurial advisers want a way to distribute their investment strategies more broadly to retirement plans. Establishing and branding your own Collective Investment Trusts provides a unique and profitable way to participate in this huge marketplace.
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Private Funds
Most high net worth individuals have made their money in private enterprise. Setting up your own Private Funds gives you a path forward to offering something truly unique to those important clients and prospects who want to participate in private equity and hedge fund investments.
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Personal Trusts
Advisers are benefited greatly by a trust company that is a true partner and that doesn’t compete. As a professional and knowledgeable trust company we can help you provide trust and estate planning services to your clients and help them secure their family legacies for the long term.
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