About ALERCE INVESTMENT MANAGEMENT, L.P.
ALERCE INVESTMENT MANAGEMENT, L.P. is a highly experienced and knowledgeable financial advisor, dedicated to providing top-notch financial services to its clients. Founded in 2008, ALERCE INVESTMENT MANAGEMENT, L.P. has a wealth of experience in managing assets and helping clients achieve their financial goals. With a team of skilled and qualified advisors, ALERCE INVESTMENT MANAGEMENT, L.P. is committed to delivering personalized and comprehensive financial management services to its clients.
How the Advisor Helps Clients – Key Takeaways:
ALERCE INVESTMENT MANAGEMENT, L.P. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. They work closely with each client to understand their financial goals and develop customized strategies to meet their unique needs. Their team of experts stays up-to-date with the latest financial trends and developments to provide sound and informed advice to their clients.
Facts and Insights:
Assets Under Management: As of December 2020, ALERCE INVESTMENT MANAGEMENT, L.P. manages approximately $500 million in assets.
Number of Advisors: The firm has a team of 10 experienced advisors.
Time in Business: ALERCE INVESTMENT MANAGEMENT, L.P. has been in business for 12 years, establishing a strong reputation for excellence in the financial industry.
Financial Services Offered:
ALERCE INVESTMENT MANAGEMENT, L.P. offers a wide range of financial services to help clients strategically manage their assets and achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Wealth Preservation
- Insurance Planning
- Educational Planning
Client Types:
ALERCE INVESTMENT MANAGEMENT, L.P. caters to a diverse range of clients, including individuals, families, high net worth individuals, and businesses. They work closely with each client to understand their unique financial needs and develop tailored strategies to help them achieve their long-term financial goals.
Fees & Compensation:
At ALERCE INVESTMENT MANAGEMENT, L.P., transparency and trust are of utmost importance. They strive to be transparent about their fees and compensation structure, and all fees are discussed and agreed upon with the client before any services are rendered. They offer fee-based financial planning services, with fees based on a percentage of the assets under management.
Background:
The team at ALERCE INVESTMENT MANAGEMENT, L.P. consists of highly skilled and experienced financial advisors, with a broad range of backgrounds and expertise. They hold a variety of professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Advisor in Philanthropy (CAP). The firm is dedicated to continuous education and staying up-to-date with industry trends and developments.
Financial Advisor Disclosures to Know:
ALERCE INVESTMENT MANAGEMENT, L.P. holds itself to high ethical standards and is committed to maintaining transparency with its clients. As a registered investment advisor, they are legally required to disclose any potential conflicts of interest or financial disclosures to their clients. They believe in full transparency and encourage clients to ask questions or raise any concerns they may have regarding their services.