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Alta Capital Management

6440 South Wastach Blvd, Suite 260
Salt Lake City, Utah 84121
United States
 
Contact :      Mr. Andrew Schaffernoth
Phone :       801-274-6010
Fax :             801-274-8061
Email :         altadata@altacapital.com
Web :           http://www.altacapital.com

Alta Capital Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $3,249
Tax-Exempt Managed ($Mil) : $633
Taxable Assets Managed ($Mil) : $2,622
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 1341
In-House Research : 85 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Charles Schwab Access   $100
Envestenet   $000
Brinker Capital   $100
Mt. Yale   $000
Lockwood Advisors   $100
LPL Financial   $000
Hightower Advisors   $200
LLC   $000
Ameriprise   $100
FolioDx   $000

Alta Capital Management History

Alta Capital Management began operations in 1981 under the name, Wagstaff Lodefink & Associates, LP. The firmís founding principals, Dave Wagstaff and Dave Lodefink shared the belief that investing in companies with high free cash flow growth would yield superior returns with less than moderate risk. This principle has persisted over time and has proven itself through numerous economic cycles and investment fads. An essential element of Alta Capital is its investment philosophy which is collectively shared by all investment professionals. This was exemplified in late 1995 when Dave Lodefink announced his retirement. At this time, Michael Tempest was named Portfolio Manager as he had demonstrated his affinity through historical stock analysis, selection, and investment management thesis Michael joined in 1996 after working with distinguished Wall Street firms Morgan Stanley and Bear Stearns,. The partners embarked on a plan to develop the firm into a nationally recognized investment organization. As such, the firm was renamed Alta Capital Management and, over the years, has grown into a $3 billion investment firm serving the needs of both institutional and private investors. Today, the investment team is comprised of Mike Tempest, Chief Investment Officer, Tyler Partridge, Casey Nelsen, and Melanie Peche. The values and standards set by Messrs Wagstaff and Lodefink have remained and Alta Capital Management has succeeded in maintaining its reputation as a firm which offers a high quality investment discipline. Alta Capital Management is a young, dynamic group of investment professionals who work together in a spirit of collegiality and openness. The firm is proud of its past and is committed to continually earn the trust of clients as well as the respect of its peers. Timeline of Notable Company Events 1981: Wagstaff Lodefink & Associates, LP established Large Cap Quality Growth portfolio implemented 1995: David Lodefink announces retirement. 1996: Lodefink retires Michael Tempest joins firm as Portfolio Manager and Partner 1997: Firm renamed Alta Capital Management. 1999: Eric Barlow joins firm as Director of Marketing and Partner. 2000: Michael Tempest named firmís Chief Investment Officer All Cap Quality Growth portfolio implemented 2001: MidCap Quality Growth Portfolio implemented 2002: Matthew Stephenson joins firm as Research Analyst. Andrew Schaffernoth begins with firm as institutional marketing agent. 2004: Melanie Peche joins firm as Senior Research Analyst. Kurt Brown joins firm as Director of Trading. 2005: David Wagstaff transitions ownership and assumes position as Senior Consultant Small Cap Select Portfolio implemented 2006: Equity ownership purchased by Matthew Stephenson, Melanie Peche, Kurt Brown and Andrew Schaffernoth from Eric Barlow 2012: Equity ownership purchased by Casey Nelsen 2015: Tyler Partridge purchases an equity position in the firm and joins as a Senior Research Analyst.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1080
$739.77
 
Limited Partnership :
6
$11.05
 
Foundations :
10
$43.32
ERISA :
16
$21.09
Unions, Taft-Hartley :
6
$141.35
Public :
2
$4.08
Others :
166
$2294.79
Total # of Professional : 10 Analysts : 3
Portfolio Managers : 2 Traders : 2
Client Service : 3 Operation : 2

Alta Capital Management Personnel

Mr.  Michael Tempest

Portfolio Manager
Tel : 801-274-6010
Email: mtempest@altacapital.com
Mike has been Managing Principal of Alta Capital since joining the firm in 1996. He has extensive experience in managing a successful investment partnership and utilizing a disciplined value investing approach. Mike has worked in the institutional equity departments of Bear Stearns and Morgan Stanley, international investment banking firms based in New York City. He also has served as a financial analyst for Shell Oil Company. He holds a bachelorís degree in international finance from Brigham Young University and a masterís degree in finance from Columbia Business School in New York City. Mike serves as an adjunct professor at the University of Utah, where he teaches a course in investments.

Ms.  Melanie Peche

Researcher/Analyst
Tel : 801-274-6010
Email: mpeche@altacapital.com
Melanie has been a Senior Research Analyst with Alta Capital since 2004. Before joining us, she served as a Vice President of European Equities at Salomon Smith Barney in London. She also was an equity analyst at Goldman Sachs in London, and was ranked in Reuters and Institutional Investor surveys for her in-depth coverage of the European special situations sector. Melanie holds a bachelorís of business administration in finance and accounting from the University of Wisconsin. A Chartered Financial Analyst since 1997, she is the Membership Chair of the local CFA society.

Ms.  Haley Hammond

Operations/Administrators
Tel : 801-274-6010
Email: hhammond@altacapital.com
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Mr.  Andrew Schaffernoth

Marketing Director
Tel : 804-423-9000
Email: aschaffernoth@altacapital.com
Andrew has more than 19 years of experience in the institutional marketplace and a comprehensive background in fiduciary services, product development and marketing. Before joining Alta Capital in 2006 as Director of Institutional Marketing, he was founder and principal of Chesapeake Investment Marketing & Advisory Group in Midlothian, VA. Andrew also served as a senior sales executive for Strong Capital Management and as sales director for First Capital Group, an affiliate of First Union Corporation. He holds a bachelor's degree in trust and investment management, is a Certified Investment Management Analyst and is active in numerous professional organizations.

Mr.  Nate Rhees

Marketing Director
Tel : 801-274-6010
Email: nrhees@altacapital.com

Ms.  Donna Thygesen

Operations/Administrators
Tel : 801-274-6010
Email: dthygesen@altacapital.com

Mr.  Todd Kearnery

Operations/Administrators
Tel : 801-274-6010
Email: tkearney@altacapital.com

Alta Capital Management Product Name

Large Cap Quality Growth:Privately Managed Accounts
All Cap Quality Growth:Privately Managed Accounts
Report Created: September,26 2018.  Copyright Money Manager Review , All rights Reserved.
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