The Evolution of Altor Wealth Management
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Matthew Pitcher, founder of Altor Wealth Management. Matthew shares the story behind Altor’s growth and how his firm is carving a niche with a client-first approach.
Flat Fees vs Percentage of AUM
A key theme of the discussion is Altor’s commitment to a flat-fee model, contrasting with the traditional percentage of assets under management (AUM) approach. Matthew explains why this model enhances transparency, aligns better with client outcomes, and provides clarity in adviser-client relationships.
Best Investment Propositions for Advisers and Clients
The conversation explores how advisers can build compelling investment propositions that balance evidence-based strategies, client needs, and competitive differentiation. Matthew shares lessons learned from designing Altor’s approach and what resonates most with clients.
Consolidation in the Adviser Market
Matthew and Abraham also reflect on the trend of consolidation across the adviser sector. They discuss the implications for independent firms, client choice, and the importance of maintaining service quality amidst structural change.
Adviser Tech Stacks and Future Hopes
Technology plays a key role at Altor, and Matthew outlines his current tech stack, from financial planning tools to client engagement systems. He also shares his hopes for the future of adviser tech, including better integration and time-saving efficiencies.
Matthew’s Personal Approach to Retirement
Finally, Matthew provides a candid look at his personal approach to saving for retirement and building his investment portfolio. His insights offer advisers practical examples of how professionals apply financial principles in their own lives.
Why Advisers Should Listen
For advisers considering fee models, tech adoption, or strategic positioning in a consolidating market, this episode offers valuable insights. It highlights why flat fees, evidence-based investing, and technology can all play a role in shaping the future of advice.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more resources on Timeline.
