Are your assets diversified?
At AltruVista diversifying assets is more than owning a mixture of stocks and bonds in an investment portfolio. For the business owner diversification not only includes your business but often includes other assets and other business investments.
Exciting News! After a lot of hard work and effort, the release of our CEO @AliNasser’s new book, The Business Owner’s Dilemma is finally here. The book launch and release are this month, 2/22/22.
Our team at AltruVista is so proud of Ali for this huge accomplishment!
This weekend the AltruVista team took part in the Walk 4 CMT @CharcotMarieT . Not only did we enjoy the beautiful weather together but we helped fund patient programs and treatment research initiatives to better the lives of the 2.8 million people living with CMT.
We’ve come a long way in the past 10 yrs. We’ve introduced the Wealth with Purpose® process, moved our focus to entrepreneurs, & created a team-based approach that integrates existing advisors. We enjoy reflecting on the past 10 yrs but even more, look forward to the yrs to come.
The past 10 yrs we've worked to fill a gap in the industry & become a go-to source for entrepreneurial wealth. As a referral only company, we wouldn't be where we are today without the advocacy of the many CPAs, attorneys, & alliances that we work with. Thank you for your trust.
We’re so excited to announce that our CEO, Ali Nasser, has been chosen to speak at EO Talks Houston on April 25th. In this Ted Talk style presentation, EO Houston Talks will bring together over 300 of Houston’s thought leaders, change makers, and influencers.
We heard great perspectives at BoyarMiller’s Breakfast Forum “The Current State of the Capital Market” at The Briar Club including market valuation, interest rate projections, the impact of tariffs, and more. Thank you @boyarmiller for hosting another amazing event.