Our Process

Our Process

At Altermann Fuller Ltd, our goal is to improve our clients' lives. To help us achieve this lofty ambition, we have created and refined a process that addresses the needs of high net wealth private clients, those building wealth, and those who are in the process of arranging existing assets into a well organized and integrated portfolio under a single roof.

Our solutions support you in:

Relationships

Getting to know you is the foundation of everything we do at Altermann Fuller Ltd. After all, until we truly know you, it is impossible to evaluate and assess your needs. Next, we explain our approach, review your overall financial picture, and listen carefully to understand what you want to achieve. We also help you decide on an overall vision for your future life so that together as a team, we can make the right financial decisions and choices that guide you ever closer towards where you want to be.

Priorities

We then define and prioritize which goals mean the most to you through our comprehensive discovery process.

We work through your different goals, such as when you want to retire and what income, if any, you are looking for. We establish your attitude to risk and address many other factors, including your intended timeline, in order to set the direction we should be heading in.

These goals will undoubtedly change over time, and with regular reviews, we can adjust our focus to keep you on the right track.

Alignment

Once we are agreed on all the factors above, we can start to create a custom plan that incorporates all aspects of your finances and acts as the blueprint on which we build the portfolio. This is usually an excellent time to consult your other advisers and ensure that we are heading in the same direction and not working against each other.

Next, we review and refine the plan and discuss your portfolio allocation and levels of risk. We build the portfolio based around your values and priorities and work with your extended family and legal team to develop, execute, and memorialize your legacy. We make sure to diligently monitor that your portfolio is invested shrewdly and in line with agreed parameters. We then execute the plan, ensuring you are fully informed of all developments and progress along the way.

Purpose

Finally, we provide value to your life so that you can enjoy more balance, inspiration, and inner peace while striving to reach personal goals. The support and guidance that we provide helps you establish what wealth looks like for you, and then we work as a team, side by side, to turn your vision into reality.