Alterna Wealth Management Mission

Our singular focus is to provide affluent families and individuals a better alternative to address their wealth management needs. In contrast to most retail advisors, Alterna strives to bring an institutional quality investment process to its clients. Most public pension and university endowment funds are large, highly diverse pools of investment capital where steady growth and limited portfolio drawdown is necessary in order to meet the needs of fund beneficiaries. Similarly, Alterna crafts a detailed investment policy with its clients, structuring a diversified portfolio, while establishing strict risk parameters and rebalancing guidelines. We provide ongoing strategic level oversight, investment manger monitoring, and performance reporting. Our dedication to an institutional investment process distinguishes us from other advisory firms.

Alterna Wealth Management Process

At Alterna Wealth Management, we focus on process. From time to time, outcomes will diverge from the mean. If one has a proven process and works from a disciplined set of principles, on balance, positive outcomes will outweigh negative outcomes. Trying times often cause one to question their discipline and capitulate. At Alterna, we may make subtle improvements to our investment policy, but we will never abandon our process.