A complete list of active advisors currently associated with Alteris Capital Partners, LLC

Warmer can help you find a great advisor at Alteris Capital Partners, LLC or one who fits your needs even better.

Alteris Capital Partners serves individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations, corporations and retirement plans, providing discretionary investment management alongside financial planning and standalone business consulting. The firm offers ongoing portfolio supervision and consulting services intended to align client goals, risk tolerance and liquidity needs. The firm constructs customized portfolios using low‑cost mutual funds and ETFs and may supplement those with individual stocks, bonds, options and positions recommended through independent managers, applying fundamental, technical and cyclical analysis. Alteris generally takes a long‑term orientation but engages in rebalancing, tax‑aware sales and shorter‑term trading when warranted and maintains continuous client contact and oversight. Distinctive features include a small, recently founded advisory team managing institutional‑scale assets and the firm’s explicit use of borrowing (margin) and derivatives — including options and leveraged/inverse ETFs — in separately managed accounts, a practice that is uncommon among peer supported firms. Alteris also offers business consulting services (e.g., financial modeling, valuations, exit planning) on a standalone basis and has advisory personnel licensed to sell insurance products, which can create additional conflicts of interest; the firm discloses these relationships in its policies.

To learn more about the advisors currently working at Alteris Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.