Alternative Capitalis, LLC

Alternative Capitalis, LLC d/b/a Kanon Bloch Carré is a fee-only registered investment adviser serving individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and pension consulting services, including ERISA 3(21) consulting and, where delegated, 3(38) investment management for retirement plans.

Kanon Bloch Carré documents client objectives in individualized Investment Policy Statements, uses model portfolios and a mix of fundamental, quantitative, technical and modern‑portfolio analysis, and employs strategies that range from long‑term allocations to short‑term trading, options, margin, short sales and certain private or venture investments. The firm performs ongoing monitoring, prepares semi‑annual investment reports for plan sponsors, and (unlike most peers) discloses or advertises historical performance results in its materials.

Distinctive aspects include a compact adviser team (two advisors) managing roughly $108 million for about 97 clients while transitioning clients from a separately registered predecessor entity under a d/b/a structure; the firm also operates with no account minimums and a strict no‑commission, no‑finder’s‑fee policy. Compared with many similarly sized supported firms, Kanon Bloch Carré’s combination of institutional pension work, willingness to use leveraged and derivative strategies, and its practice of reporting/advertising performance results are comparatively uncommon.