Our founding dates back to the market turbulence of the late 1990s when investors clamored to pour money into all things tech, causing tremendous overvaluations and brands built on speculation. Things became rocky, and an eventual bust closed the chapter on this period in market history. Against this backdrop, founder Nick Tompras deepened his alignment with the principles of value investing as a method of protecting capital while providing growth opportunities that clients need to reach their financial goals. He established Alpine Investment Management to deliver this method of investing to clients. The firm later separated into two entities: Alpine Private Capital (now Alpine Private Wealth, serving individual and family investors) and Alpine Capital Research, which focuses on research, asset management and institutional investors.
Today, Alpine Private Wealth is a team of wealth managers uniquely positioned to serve individuals and families. We are proud to be under the same roof as Alpine Capital Research. We rely on their value investing portfolios and investment valuation expertise to align with our client’s long-term needs and goals. It’s a combined core competency and a level of service you are unlikely to experience elsewhere.