Alternative Investments, Engineered for the Long Term.
We manage resilient investments at the intersection of exclusive access, structural innovation, and rigorous risk management.
Why Alternatives?
The 60/40 portfolio is no longer enough.
Traditional asset classes are increasingly correlated. Public equities and fixed income alone may no longer preserve multi-generational wealth against volatility, inflation, and macroeconomic shifts. Alternatives are a structural necessity.
Source: Based on Modern Portfolio Theory as described in Markowitz, H. (1952). Portfolio Selection. Journal of Finance, 7(1), 77–91.
For illustrative purposes only. Depicts a conceptual relationship based on Modern Portfolio Theory. Past performance is not indicative of future results. Alternative investments involve risks, including illiquidity, and may not be suitable for all investors.
The Access Advantage
We operate where efficiency breaks down.
Most allocators compete in crowded, over-priced markets. We don't. Our 45-year sourcing network gives us access to high-conviction opportunities before they ever reach the open market.
Off-market sourcing
We source real estate and private market assets directly from owners, sponsors, and operators.
The middle-market sweet spot
Mid-market assets offer institutional-grade stability without mega-cap pricing premiums. That's where durable alpha lives.
Niche, hard-to-access segments
We provide access to structural macroeconomic trends typically out of reach for independent RIAs and family offices.
Our Universe
We don't chase trends. We position capital where structural value intersects with secular growth across asset classes, designed to perform in all market cycles.
Traditional Investments
Altes Alternatives
Investment Selection
The performance gap between top- and bottom-quartile alternative managers is far wider than in public markets. Rigorous, disciplined selection refined over four decades is our core edge.
Source: Morningstar Direct, as of 12/31/2023.
Disclaimer: Past performance is not indicative of future results. Any historical returns, performance results, or projections are illustrative and should not be relied upon as an indication of future performance.
Dimensional Intelligence Framework
Rigorous selection.
Zero compromise.
Securing a unique asset is only half the battle. Every opportunity must clear three independent, risk-weighted thresholds before capital is deployed. High returns cannot override weak governance. A strong strategy cannot mask poor data quality.
Reclaiming Your Missing Alpha
For taxable investors, taxes are often your largest unmanaged cost.
Unoptimized taxes can quietly erode 30–40% of gross returns over time. At Altes, tax strategy is integrated into every investment decision from day one. True alpha isn't what you earn. It's what you keep.
Disclaimer: For illustrative and educational purposes only. This graphic is hypothetical and does not constitute tax, legal, or investment advice. Tax laws are complex and individual situations vary. Consult a qualified CPA or tax professional regarding your specific circumstances before making financial decisions.
Three ways we put tax-efficient structure to work for you.
Opportunity Zones
Defer capital gains
Targeted real economy developments that defer and ultimately eliminate capital gains liability.
insurance dedicated funds
Tax-free compounding
Wrap private equity, hedge funds, and alternatives into tax-compliant structures.
liquid alternatives
Minimize tax drag
Bespoke, tax-aware portfolios engineered to actively minimize drag.
