ALTERNITY INVESTMENT ADVISORS

Overview

Alternity Investment Advisors is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on serving individual and family clients on a fee-for-assets basis and acts as a capital allocator, sourcing and placing client capital with third‑party managers when appropriate. Its advisory menu centers on financial planning, selecting other advisers for clients, and running educational seminars or workshops. Alternity largely operates in a non‑discretionary capacity and does not position itself as an active ESG investor or a multistate adviser. The firm also maintains industry relationships with an insurance company and a real estate broker, which can influence product access and client solutions.

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Public Holdings

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Location & Offices