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Alpine Hill Advisors LLC
SEC-regulated
Registered investment advisor
Alpine Hill Advisors LLC is a registered investment advisor established in February 2023 and located in Westport, CT. The firm specializes in offering wealth management and family office services to individuals, high net worth individuals, trusts, estates, and businesses. Alpine Hill acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm's investment philosophy is based on transparency and cost efficiency, focusing on determining the appropriate asset allocation for clients based on various factors.
Alpine Hill's investment strategies include discretionary investment management, financial planning, and related advisory services. The firm primarily uses fundamental and technical analysis methods to develop investment strategies for its clients. Clients have the opportunity to place reasonable restrictions on the types of investments in their portfolios. The firm's minimum relationship size is $1,000,000, which may be reduced at the advisor's discretion.
Fees for wealth management services are based on the market value of assets under management and range up to 1.50% annually. Alpine Hill does not charge performance-based fees and does not receive compensation for securities transactions other than advisory fees. The firm does not manage or place client assets into wrap fee programs.
Clients have investment discretion over their accounts, and Alpine Hill does not accept proxy-voting responsibility for any client. The firm has implemented a Code of Ethics to guide its supervised persons in meeting their fiduciary obligations. Additionally, Alpine Hill has a Privacy Policy in place to protect the security and confidentiality of clients' personal information.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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