Altegris Investments Expands Dedicated Team Serving Independent Registered Investment Advisers and Multi-Family Offices

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Robert Rosenbaum opens new east coast office dedicated to the growing needs of independent investment advisers

Altegris Investments has announced the expansion of its Institutional Relationships team with the opening of its Greenwich, Connecticut office led by seasoned financial services professional Rob Rosenbaum.

The Altegris Institutional Relationships team is dedicated to providing Registered Investment Advisers and Multi-Family Offices access to industry-leading alternative investment solutions to enhance their client portfolios. Co-led by Rosenbaum and Altegris veteran Jason ZumBerge, the team's mission is to support independent wealth advisers that are not affiliated with a broker dealer, in their evaluation, due diligence and management of alternative investment solutions.

"Many of these professionals face increasing pressure to source, perform comprehensive due diligence, and secure access to quality alternative investments for their clients, especially during turbulent times," said Jon Sundt, president and CEO of Altegris Investments. "Our experienced research and investment management team has been pivotal in developing a robust platform of alternative investment solutions for our clients. We are pleased to expand our team to meet the rapidly growing needs of our east coast partners in the independent adviser community."

Rosenbaum brings both a long and diverse background to Altegris, having been in the capital markets and financial services for more than 25 years. Most recently, Rosenbaum built and headed the business development team for financial intermediaries at a major North American alternative investment firm. Previously, Rosenbaum spent 15 years as a Managing Principal for a leading northeast wealth management firm.

"I am excited about delivering a sophisticated and diverse alternatives platform to the RIA community," said Rosenbaum. "In addition to providing investment advisers with access to world-class money managers, Altegris has committed significant resources to creating the Altegris Premier platform, a custom, web-based investment management and reporting tool that is unparalleled in the alternative investment space."

The Altegris Premier platform of alternative investments is built to strengthen adviser productivity and enhance client portfolios. "We offer independent advisers the potential to both grow their bottom line by more effectively managing client assets for portfolio performance and at the same time streamline their business", added ZumBerge. Altegris provides advisers with a full-service approach that includes access to alternative investments, back-office solutions and custom educational programs, together with the tools to analyze, evaluate, and monitor their clients' portfolios.

About Altegris Investments, Inc.
Altegris Investments ( provides access to a platform of alternative investments designed to meet the needs of sophisticated investors and their wealth managers. The Altegris team of over 50 professionals is dedicated to finding, selecting and negotiating capacity with equity managers, managed futures funds, and other alternative investments. Currently, investors have allocated more than $2 billion in trading level to alternative investments available through the Altegris platform. The Altegris Group of Companies includes Altegris Investments, APM Funds, and other affiliates. For more information, please contact Altegris Investments at (800) 828-5225 or info (at)

Contact: Dick Pfister, (858) 459-7040


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