Roundview Capital

Roundview Capital was originally formed in 1992 as Alter Asset Management. Our founders, Howard Alter and Stephen Shueh, established the firm to provide discretionary Investment Management and Family Office services for high net worth individuals and families. To accomplish this goal, our team of professionals created a platform designed to provide an exceptional level of service.

Our goal is to be your Family Office. To provide your family with the peace of mind that comes from knowing that all of your financial affairs are well attended. To this end, we approach all relationships with a comprehensive and integrated framework to provide clarity and insight into the myriad and complex questions involved in managing your wealth.