We provide financial advisors and family offices access to institutional-quality alternative investments for their clients.
It has become easier to invest in certain areas of the private markets, but the world of alternative assets has remained largely out of reach for most investors. We not only provide opportunities to invest directly into private market investments but do so in a part of the market most intermediaries have no way to access.
The private markets are not observable like public stock exchanges, and it takes investigating and profiling numerous opportunities to see the contours of the marketplace. We provide insights around benchmarking, fees, attribution analyses, and correlation regressions with our partners so they can see what we see and the larger mosaic in which an investment may fit.
We work closely with our clients and partners to deliver investment products in the size and format that works best for them. One of the benefits of working with Altera is that we have an open mandate that dynamically shifts to where the market opportunity mirrors investment partner demand.
Many investors think they need to find a platform to access alternatives but what they really need is a partner that is aligned and on the inside.