Alternative Capitalis

As our client, you will benefit from a collaborative relationship that addresses-and anticipates-your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate. We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.

We start by determining the investor's return requirement and risk tolerance, subject to the investor's current wealth and constraints. With this information we can determine the strategic asset allocation that best meets the objectives defined in the investment policy statement (IPS), subject to any other limitations specified by the investor.

We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Before we invest any money for a client, we first determine the client's goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Carefully read Item 4 and Item 5 of Form ADV Part 2A ("Brochure"), as these sections of the Brochure contain important details about Alternative Capitalis, LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed. There is a minimum fee of $4,000.00 per annum for pension consulting services, which may be negotiable.