Investing at the Speed of Innovation
Altimeter Wealth Perspective
Our Disciplined Research Process
At our investment firm, we redefine traditional investment management. In a rapidly changing landscape of innovation, we leverage disruption as a driver for growth and opportunity. Our primary focus is on our clients' financial well-being, and we committed to helping them achieve their financial goals and attain lasting freedom.
To stay ahead, we actively seek out and invest in pioneering innovations at their inception. By merging our forward-thinking strategy with our dedication to client success, provide a distinctive investment experience that adapts to the changing demands of today's world.
Identify Innovation
Calculate the Opportunities
Select Companies
Evaluate the Portfolio
Capture Market Volatility
Monitor & Manage Risk
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Who We Are
Philip Gleason
CHIEF GROWTH OFFICER
563-505-3463
Since 1994, Phil Gleason, founder of Altimeter Wealth, LLC, has dedicated himself to providing unbiased and independent financial advice. He builds client trust through integrity, clear communication, and exceptional service.
Altimeter Wealth, LLC is fully independent wealth management firm focused on innovation.
Our single focus is capturing innovation -- all the time.
We manage discretionary investment accounts, focusing on stocks from disruptive and innovative publicly traded companies, including ETFs (Exchange Traded Funds ADRs (American Depository Receipts), and foreign stocks. Our portfolios are crafted with a commitment to ongoing excellence.
We do not invest in mutual funds, insurance products, annuities, or indexes.
We partner with investors to navigate the financial landscape and achieve their goals.
1. Fiduciary
We prioritize your best interest. By law, a fiduciary acts on the behalf of another in situations that require trust, loyalty, and honesty.
The advice we offer to clients are always based on what's in their best interest.
2. Independent
As an independent advisory firm, we can offer innovative investment strategies designed to meet client needs. This independence allows us to collaborate closely with clients to develop strategies that serve their best interests.
3. Innovation Startegies
We emphasize disruptive innovation for long-term growth, diverging from traditional asset management. Our clients invest in companies reshaping markets. We make our own investment decisions to capitalize on market inefficiencies while owning businesses that improve the world.
4. Tax Advantaged
Maxizing your earnings is essential, and we focus on tax efficiency to achieve optimal after-tax returns.
5. Fee-Based Accounts
As a fee-based firm, our compensation comes solely from our clients. We do not accept fees, revenue sharing, or hidden charges from any other source. Your success directly correlates with ours.
