Alpine Wealth Advisors, LLC

Alpine Wealth Advisors, LLC is a licensed Investment Advisor based in Denver, Colorado, established in June 14, 2021. The firm, led by Ms. Blair Quinn, offers portfolio management services to individuals, families, and organizations, focusing on client needs and objectives. Investment portfolios primarily consist of no-load mutual funds, ETFs, equities, and bonds, managed on a discretionary basis. Financial plans are provided to clients upon request, with ongoing monitoring and adjustments based on market conditions and client situations. As of December 31, 2024, the firm managed approximately $105,000,000 in assets on a discretionary basis. The fee structure for portfolio management services is detailed in the Investment Management Agreement, with an annualized fee of 1.25%, billed quarterly or annually based on the account's market value. Clients may combine family accounts for fee purposes. Additional fees and expenses, such as custodian fees and transaction charges, are the responsibility of the client. Alpine Wealth Advisors does not use performance-based fees and serves various client types without minimum account size requirements. The firm's investment strategies involve fundamental and technical analysis, emphasizing long-term investments and diversification across asset classes. Clients are encouraged to review risks associated with interest rates, market fluctuations, inflation, currency, and other factors. The firm does not accept or have authority to vote client securities, and client accounts are reviewed at least monthly. Clients give discretionary authority for investment decisions, with any limits agreed upon in writing. The firm does not receive commission-based compensation and does not pay for referrals.