Alternative Investments, Engineered for the Long Term.
We build resilient portfolios 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 can no longer preserve multi-generational wealth against volatility, inflation, and macroeconomic shifts. Alternatives are a structural necessity.
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.
01
Investment Diligence
Evaluates merit, strategy integrity, and operational infrastructure. A material weakness is grounds for rejection.
02
Information Quality
Measures data trustworthiness. We penalize unaudited or self-reported data. Unverifiable assets are disqualified.
03
Risk Assessment
Flags governance failures, behavioral red flags, and misconduct exposure across every opportunity.
Reclaiming Your Missing Alpha
Taxes are 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.
What you keep
Gross Return
Net of unmanaged tax
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 for tax-free compounding.
liquid alternatives
Minimize tax drag
Bespoke, tax-aware portfolios engineered to actively minimize drag.
