Proudly Adhering to the Fiduciary Standard

Featuring a proprietary process for managing risk and meeting client challenges, the Davis Altman Group of TRUE Private Wealth Advisors reaches well beyond portfolio management to instill financial confidence.

Building enduring client relationships begins with developing a holistic understanding of clients’ goals, dreams, and fears. At the end of the day, this is what drives investment portfolios,” says Brett Davis, Founding Partner of TRUE Private Wealth Advisors.

For Davis and his business partner, Steve Altman, establishing this foundation is a two-way street. “We bring high ethical standards and integrity to our work, and our clients can trust that we will put their interests first,” adds Altman. “In return, they need to open up to us so we can see where fears and emotions might come in to play. Together, those can be a recipe for failure.”

Working exclusively with affluent and high net worth clients, the Davis Altman Group attracts sophisticated, smart investors: preterits or retirees, many of whom are entrepreneurs and small business owners.

Trusting the Numbers

“Our investment process is quantitatively driven. Emotion is removed, and we can implement a repeatable process that has been proven to provide strong results across various market environments,” says Davis. The team has extensive experience helping business owners through various monetization events, capital structure management, and the intricacies of managing the investment banking process.

“Having assisted multiple companies go through the process, we have developed an expertise in assisting clients through the nuances of monetizing a private business,” says Altman.

“Our commitment to the fiduciary standard allows a discretionary approach in managing investments so that we are positioned to act quickly and decisively when the financial barometer changes,” says Davis. “That’s comforting to clients.”

The Vault: A No-Cost Added Service

If something happens to me, will you be here for my family? That’s an oft-heard question for Davis and Altman. It was their same concern, so they established a value added service that their clients are deeply appreciating: secure electronic vault storage for all of the most important legal documents, financial and health-related, that are needed quickly when unexpected events strike. “Our clients’ records are all in one place, accessible 24/7, no matter where clients are in the world,” says Davis.

Planned Growth

Now opening the door to qualified wealth managers who share the firm’s standards, TRUE Private Wealth Advisors seeks to grow so that additional clients can be served. “We look for like-mindedness and an understanding that giving back to the community is a priority,” notes Altman. “Finding those unique advisors will be a meticulous process.”