We are committed to building portfolios that represent today's opportunity set.
Our industry is chock-full of backward-looking models that emphasize historical return patterns but exclude numerous asset classes and paradigm shifts. We believe we have a responsibility to liberate investor portfolios with greater access, better research, and increased transparency.
About Altera Advisors
Building optimal portfolios through inclusion and diversification
Altera Advisors exists to help investors improve outcomes by optimizing their use of alternative assets. Through ongoing advice and analysis, our portfolio consultants build optimal portfolios that help address clients’ diversification needs,
considering risk parameters and life goals. Our investment philosophy is defined by a well-established set of principles that guide us and our clients in creating strategies designed to meet their specific objectives.
Altera Advisors exists to help investors improve outcomes by optimizing their use of alternative assets. Through ongoing advice and analysis, our portfolio consultants build optimal portfolios that help address clients’ diversification needs, considering risk parameters and life goals. Our investment philosophy is defined by a well-established set of principles that guide us and our clients in creating strategies designed to meet their specific objectives.
Working With Clients
Review Goals and
Objectives
We spend time getting to know our clients as part of developing a suitable investment strategy. This process allows us to establish liquidity preferences, time horizon, and risk tolerance to capture their overall mandate to develop an investment strategy that meets their objectives.
Construct Custom Alternatives Portfolios
The second step for most investors is to create a roadmap based on our model portfolios, adjusting for the client’s specific mandate. This often entails altering our boilerplate model with tilts, overlays, and satellite investments. Once the asset strategy is set, we begin implementation.
Monitor and
Rebalance
Typically, the longest part of the investment management process is monitoring and rebalancing the portfolio. This is a dynamic effort and can be changed at any time based on client preferences, changes in the macro-environment, or new information.
Benefits of Investing in Alternatives
Despite unique risks and considerations, alternative investments can be useful tools to improve the risk-return characteristics of an investment portfolio.
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Recognizing the challenge of meaningfully diversifying a portfolio, investors commonly turn to alternative strategies that have the potential to generate returns with a lower correlation to traditional investments
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Alternatives may offer higher yields – especially during periods of low interest rates. Investors can bridge the resulting “income gap” with yield-oriented asset classes.
See MoreOur Model Portfolios.
Including alternative assets frees up opportunities to program the client's portfolio more accurately to their needs. The vibrancy of private and illiquid markets provides a path to constructing efficient portfolios for our clients.
We currently work off two primary models (a) Income-Oriented and (b) Growth, but with numerous tilts that match up with client constraints. In addition to our traditional models and tilts, our groundbreaking approach to impact investing has also produced several overlays that we can apply to our portfolio construction to better align outcomes.
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* Visual example of an alternative asset allocation. This is not a client recommendation.
What We Do
Our Clients
Whether investment advisors, family offices, or foundations, our clients value working with an expert and trusted advisor who can construct custom portfolios that meet our clients’ needs.
Our Capabilities
In a world dominated by historical benchmarks and passive-only strategies, we embrace fact-based analysis and create solutions that reflect an “endowment model” approach.
Our Approach
Our investment process takes a 360° view of the alternative asset market that is neither strictly top-down nor bottoms-up but works off well-established investment theory with a portfolio mindset.