West Chester, PA N Church Street Office

Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), families, trusts, businesses, institutions, and employer-sponsored retirement plans. Engagements may be implemented through AIA’s internal investment management, an affiliated platform operated by The Ascent Group, or unaffiliated independent managers, and the firm serves as a fiduciary to clients.

The firm’s investment approach is primarily long‑term and fundamental‑analysis driven, with portfolios constructed from mutual funds, ETFs, individual equities and fixed‑income securities and adjusted as needed to meet client objectives; AIA also may engage in more active trading, rebalancing, or margin use when appropriate for a client’s strategy. AIA provides ongoing monitoring and portfolio supervision and supplements advisory services with financial planning, ERISA plan consulting, and implementation support.

What sets AIA apart from many peers is its integration with insurance and pension‑consulting platforms: the firm has access to the DPL insurance platform and affiliated insurance entities, and some advisory personnel are licensed insurance agents or registered representatives who may implement insurance or commissionable transactions outside the firm’s advisory fees. AIA also offers ERISA 3(38) discretionary retirement‑plan services and negotiates recordkeeper transition support that can produce one‑time project compensation, and it reports materially more assets under advisement than assets under discretionary management.