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Redefine your life with AltaOne Smart Investing

AltaOne has partnered with Marstone, LLC, a leading digital investment platform, to help you build your brightest financial future — all with greater ease, knowledge, and confidence. 

Whether you're saving for a new home, preparing for your child's education, or building a secure retirement nest egg, Marstone’s do-it-yourself digital tools make it easy to invest your money, regardless of your experience level or financial situation. With step-by-step guidance, your money will start working harder for you in no time. 

From Beginner to Seasoned Investor

Start with as little as $500
There’s no need for you to make a substantial initial investment. With Marstone, you can begin your financial journey with a deposit of as little as $500.

Tailored to You
Your financial preferences and aspirations are unique. Just answer a few simple questions for a personalized investment plan designed specifically for you.

Effortless Usability
Don’t worry if you’re not an expert. Marstone’s user-friendly platform ensures a hassle-free experience for all, simplifying your path to financial success.

The sooner you start, the brighter your financial future will be. 


Advisory services offered through Marstone, LLC. Marstone, LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training.

SOLICITOR'S DISCLOSURE STATEMENT PURSUANT TO RULE 206(4)-1 OF THE INVESTMENT ADVISERS ACT OF 1940
Marstone, LLC ("Adviser") has entered into a solicitor's agreement (the "Agreement'') with AltaOne Federal Credit Union ("Solicitor") whereby Adviser will pay cash compensation to Solicitor for introducing prospective investors who engage Adviser to provide investment services managed, directly or indirectly, by Adviser or its affiliates. Solicitor is not an investment advisory client of Adviser nor an investor in any of Adviser's investment products. Solicitor has a material conflict of interest in introducing prospective investors to Adviser because the compensation paid by Adviser to Solicitor under the Agreement incentivizes Solicitor to recommend that prospective investors invest with Adviser.
Solicitation Fees. Adviser and Solicitor have entered this Agreement which allows Adviser to offer investment advisory and financial planning services to Solicitor clients. In return, Adviser pays the Solicitor a referral fee (the "Referral Fee"). The Referral Fee will be twenty-five percent (25%) of the fee owed to the Adviser under its client agreement once the assets under management on the Adviser's Platform received from Solicitor reaches $5,000,000. The fee will continue to be paid to the Solicitor as long as the Solicitor client is a client of the Adviser. This fee will be owed regardless of charge backs or claims of refund unrelated to Solicitor error or willful negligence.
No cost will be added to the advisory fees that the client will pay for Adviser’s services as a result of the fees paid to the Solicitor, and the client fee is the same as those charged to other clients of Adviser for similar services as further described in the Adviser’s Form ADV Part 2A brochure, or ADV Part 3, as applicable. Parties acknowledge that Adviser and Solicitor are separate and distinct companies.

Securities and insurance offered through Marstone, LLC or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Please complete the disclosure acknowledgement below prior to accessing the Smart Investing with Marstone site: