ALTERE FINANCIAL, LLC

Overview

Altere Financial, LLC is an independent registered investment adviser that works primarily with individuals and families. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, including selecting third-party advisers where appropriate. Its advisory approach shows a clear preference for equity exposure, favoring exchange-traded instruments, while also integrating mutual funds and a slate of alternative strategies to broaden return and risk profiles. Altere Financial charges clients via percentage-of-AUM arrangements along with hourly and fixed-fee engagements, and it maintains an accountant affiliation that supports its planning and tax-aware implementation.

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Public Holdings

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Location & Offices