Alternative Capitalis, LLC

Alternative Capitalis, LLC

5.0
3 employees
7 years in business

About this pro

Institutional Thinking for Individual Investors

Our Core Pillars to Institutional Thinking

We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:

Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.

Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.

Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen investment opportunities in the market, selecting investments that meets the objectives established for that client. Once the appropriate investments have been made, we provide ongoing oversight and make changes as appropriate.

https://www.altcapitalis.com/

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Credentials

Boston, MA 02210
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FAQs


What is your typical process for working with a new customer?

Understand your goals. Together, we define your needs, goals, and risk profile.

Create a plan. We determine the appropriate allocation of assets to realize your particular objectives.

Craft your portfolio. We identify the specific investments that align with and support your strategy.

Stay on course. We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.


What education and/or training do you have that relates to your work?

Dustin is a Chartered Financial Analyst, Chartered Alternative Investment Analyst & Chartered Retirement Planning Counselor charterholder. Dustin has a Master of Finance and Bachelor of Science in International Business.  


Do you have a standard pricing system for your services? If so, please share the details here.

In our firms ADV 2A Brochure, located here:

https://www.adviserinfo.sec.gov/IAPD/Part2Brochures.aspx?ORG_PK=282775

https://www.altcapitalis.com/privacy-policy


What types of customers have you worked with?

Individuals

Families

Businesses

Retirement Plans


Services offered