A complete list of active advisors currently associated with Alternity Investment Advisors
Warmer can help you find a great advisor at Alternity Investment Advisors or one who fits your needs even better.
Alternity Investment Advisors is a solo registered adviser that serves individuals (including high‑net‑worth clients), business owners, pensions, endowments and non‑profits, advising roughly $8.09 million across about 25 client relationships. The firm offers investment supervisory services, limited‑scope retirement planning at no additional cost to existing clients, and may refer clients to third‑party money managers. The adviser employs a primarily non‑discretionary model and does not accept trading discretion or proxy‑voting authority, so clients retain implementation control and receive custodian statements (Charles Schwab is the primary custodian). Investment work is oriented to long‑term strategies and draws on charting, fundamental, technical and cyclical analysis, and the firm may direct clients to third‑party managers or negotiate performance‑based arrangements for accredited investors. Noteworthy for a small independent adviser, the principal also operates a mortgage brokerage and an insurance agency and is licensed as a mortgage loan originator and insurance producer, activities that may result in the offering of commissionable mortgage or insurance products to clients and are disclosed as potential conflicts. Compared with many peers, AIA’s combination of primarily non‑discretionary assets, affiliations with real‑estate/insurance businesses, and provision of free limited retirement planning is statistically uncommon among independent solo advisers.
To learn more about the advisors currently working at Alternity Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 14
|
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