AltaView Advisors LLC
Financial Services - Laguna Hills, CA, US
AltaView Advisors LLC Employees
AltaView Advisors LLC Senior Management
Ruth Raftery
president and co-founder, advanced planning educational group, inc. senior advisor
AltaView Advisors LLC Details
AltaView was founded by a team of seasoned valuation professionals that offer a unique combination of large firm expertise and boutique firm specialization and service. Our primary mission is to consistently provide:- Best-in-class valuation services performed directly by highly experienced professionals- Custom research and analyses tailored to our clients' unique circumstances- Focused senior-level attention, availability, and responsiveness - Defensible reports that are thorough yet comprehensible- Superior products and services at a fair cost- Timely results that meet or exceed our clients' expectationsTo achieve our mission, we adhere to the following core principles:Valuable InsightsAltaView delivers more than independent valuation opinions. We offer in-depth, customized research and thoughtful analyses conducted to best suit each engagement. Our approach results in deep insights that foster more informed decisions by business owners and enable advisors to preempt and defend against future controversy.Superior ServiceAltaView combines large firm experience with a client-centric approach. Our clients work directly with our senior team throughout the engagement lifecycle in an efficient and highly professional process. As a result, the work is done right the first time, which reduces turnaround times and eliminates what can otherwise be a significant burden to business owners and advisors.Exceptional ResultsAltaView's highly qualified and experienced professionals identify complexities in engagements, develop creative solutions, and deliver accurate results every time. Our approaches and conclusions are articulated clearly and convincingly, reducing the probability of scrutiny along with the associated costs.
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