Alternative Asset Advisors

Whether you’re an individual investor, family office, or independent advisor, Altera provides you with the access and underwriting you need — from sponsor due diligence, to deal scoring and asset profiling, we make alternative asset investing more transparent and accessible to our clients.

Altera is an alternative asset advisor, focused on delivering insights at both the portfolio and individual security level. We improve investor outcomes by enhancing transparency around multiple risk and return factors that provide the basis for strategic portfolio construction and security analysis.

As an asset manager, we deliver a flexible and comprehensive investment platform to partner with advisors, individuals and institutions to build out their model portfolios. As an advisor, Altera leverages its research and platform to consider the widest range of models and strategies to help clients review and construct mandates, complete portfolio analysis and meet rebalancing demands.

Our role as asset manager:

We created Altera Private Access to provide clients investment opportunities that not are not easily accessible and are difficult to independently evaluate. We provide a curated stream of alternative asset investments that have attractive correlations with public markets and meet target allocations for a client’s model portfolio.

Our focus is on sponsor due diligence, legal due diligence, and identifying unsystematic risks at the individual asset level. Our value is proven by providing access to a diversified set of investments from top-quartile managers.

Download the Altera Private Access Brochure to learn more.

Altera as advisor and thought-leader:

As an advisor, Altera leverages its research and platform to consider the widest range of models and strategies available. We design and develop our own investment models and portfolios specializing in mandates that have complex risk constraints as well as meeting socially responsible impact goals. Our proprietary models isolate and score multiple portfolio variables, to account for concentrations of risk and specific externalities.

Download the Impact Strategies Report to learn more.