Investing in your life
At Alt Capitalis, we believe in investing in yourself through alternative means. We believe investment diversification is misunderstood and does not meet client wants and needs given the realities we face today and tomorrow. We believe your prosperity is dependent on investing over your time horizon with multiple asset classes and strategies often only available to large institutions. We believe loss of capital has a more profound effect on individuals than an equivalent gain in capital. We take the time to understand cause and effect so that we are prepared to guide investors with our long term philosophies. We believe risk is painfully misunderstood by even the most seasoned advisors. Do you know what the most widely held stock is in America? Look down at your phone and you may find the answer. In some cases, the biggest risk is not keeping up with the cost of living. We believe in building a strategy that will take you where you need to while reducing the likelihood of unforeseen accidents.
For Investment Advisory services we offer an ongoing management as a percentage of asset fee. For financial planning services we offer a fee that is commensurate with the details and breadth of the financial plan that is developed.
As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. Learn more about our disciplined wealth management processltation.
Secure your future with a structured retirement plan. Learn more about our retirement planning services.
Through its education, standard setting, and advocacy programs, the CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment adviser. Learn more here.
As a holistic establishment, Alternative Capitalis, LLC can assist you in a variety of ways.
We believe it is not what you make, it is what you keep. Our holistic approach leverages your current resources and situation. Our bottom up personalized approach to you puts you in the driver’s seat. We find solutions through considering which assets work most efficient given tax scenarios, job and income security and how the financial markets impact savings and investments. It is not what you make, it is what you keep.
Views your resources, your lifestyle, and your goals. Do you have financial goals? Surprisingly a lot of people do not, while others may have an outdated plan that could use a review. You are busy with Family, Friends, Work and Uncertainty. Let Alt Capitalis guide you, to be the best you, no matter what your current situation.
Holistic Services Include Integrating areas such as:
Not sure what service applies to you? Let us talk you through it.