Did you ever want to start investing, but with a universe of investments to choose from, didn't know where to begin?
Altair Investment Management is here to help!
Robert Loop, owner of Altair Investment Management, has approximately 40 years of stock market experience. He specializes in individual, joint, retirement (including rollovers), and custodial accounts for Texas residents.
Altair’s investment philosophy is generally moderately conservative; investments that offer superior long-term value are preferred over those that offer quick, short-term gains with high risk. This may vary depending upon the investment needs and risk tolerance of each investor.
Investments are made in securities that trade actively on major securities’ exchanges or in the over-the-counter market; private or start-up investments are usually avoided. Investment reports are reviewed from a variety of sources. This information is combined with my own independent analysis to form key investment recommendations.
Customer accounts will be diversified into four main areas - mutual funds, American stocks, foreign equities, bonds (if appropriate) and money market reserves. Along with quality standards, diversification helps to keep risk low.
Unlike many large investment institutions, I take the time to understand and regularly review client needs. Business is based upon personalized portfolio management. I review each portfolio regularly and take action as needed. The number of accounts under my management will always be kept to a reasonable level.
Personalized quarterly client review letters are prepared so that each client is knowledgeable of the investments and strategies used for his/her account. Unlike at some larger institutions, I will always be accessible to my clients and intend to manage accounts for the balance of my career. I will work hard to develop and maintain long-term relationships. As an independent investment advisor, I will always keep my clients’ best interests in mind. Portfolio management and advice is the only business that I offer my clients.
Since management fees are based on a percentage of portfolio assets, you can be assured that my interest is the same as yours. Altair’s income grows only as your account grows. Annualized charges never exceed 0.88% of a portfolio’s value, and is considerably lower for larger accounts. This is modest when compared to some investment products that charge an immediate 5-8% and require no follow-up.
