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Our Values

Educate
to drive equality

Hold customers and colleagues in high regard

You do you

Build trust with
transparency and honesty

Breathe and move
with intention

Know it can be done

Celebrate victories,
no matter what size

Our Story

In 2015, Eric Satz, an entrepreneur, serial investor and lover of hot peppers, asked himself, "can I make an investment using my IRA money?" The answer was yes, but the process was anything but easy. He encountered roadblocks along the way, including loads of time doing individual research, risk committees with ever changing processes and seemingly random criteria, lots of paperwork, six weeks to facilitate the investment and fees even though he did the majority of the work himself.

Knowing there was a better way to make these investments and an opportunity to empower people with a level of control that had been lacking, Alto was born. With the help of several dedicated team members, the vision for a digital platform began to take shape. In the fall of 2018, Alto launched online, bringing The Alternative IRA™ to market.

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