A relationship based on your best interests
As an independent firm with over 40 years of experience in delivering unbiased oversight of assets, Alera is committed to your long-term success. Our goal is to help you comfortably achieve your goals on your desired timetable, while intelligently managing risk.
Big firm capability – personalized service
When you work with Alera, expect us to take the time to understand your unique situation in order to develop an investment strategy and build a portfolio that aligns with your goals and risk profile.
As part of our process, your Alera advisor will examine your risk tolerance, time horizon, tax considerations and liquidity needs — all of which will help us determine who you are as an investor. This information helps us establish an appropriate asset allocation and select investments for you. We are sensitive to potential tax consequences when constructing your portfolio.
We monitor and review your portfolio periodically and make adjustments as your needs evolve and change over time.
A disciplined approach
Our investment advisory services are offered through Alera Investment Advisors. The firm's Investment Committee possesses a combination of in-depth research capabilities and years of market experience to identify specific investments that meet our rigorous standards.
Our research team conducts a thorough due diligence on the universe of investment strategies from which we choose. They examine many qualitative and quantitative factors, which may include:
- Management: Tenure, style, philosophy, strategy
- Performance: Examine risk-adjusted returns, relative to peers and benchmarks
- Risk: Consistent, appropriate relative to category
- Expenses: Reasonable relative to peers
- Tax Efficiency: We take a long-term view of investing
Learn more about investment philosophy and process.