About ALTERNITY CAPITAL MANAGEMENT LTD.
Founded in 2010, Alternity Capital Management Ltd. is a privately-owned financial advisory firm located in New York City. With a team of experienced and knowledgeable financial experts, the company is dedicated to helping clients achieve their financial goals through personalized wealth management solutions.
Alternity Capital Management Ltd. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The company prides itself on its ongoing commitment to providing exceptional customer service and developing long-term relationships with its clients.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating personalized investment strategies based on their individual goals, risk tolerance, and financial circumstances
- Provides comprehensive financial planning services to help clients achieve their short-term and long-term financial objectives
- Offers a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management
- Utilizes a team-based approach to provide clients with access to a variety of financial experts and resources
- Strives to build strong, long-term relationships with clients by placing their best interests at the forefront of all recommendations and decisions
Facts and Insights
In order to make informed decisions, it is important for clients to understand the facts and insights of Alternity Capital Management Ltd. In particular, the following statistics are important to note:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 11 years |
These numbers showcase the success of Alternity Capital Management Ltd. in managing its clients’ assets, as well as its expertise and stability in the financial industry.
Financial Services Offered
Alternity Capital Management Ltd. offers a range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management: Creating and managing customized investment portfolios based on clients’ goals, risk tolerance, and financial circumstances
- Retirement Planning: Helping clients prepare for a comfortable and secure retirement by developing comprehensive and personalized retirement plans
- Tax Planning: Assisting clients in minimizing their tax burdens through strategic planning and investment strategies
- Estate Planning: Creating plans to protect and transfer clients’ assets to their heirs according to their wishes
- Risk Management: Identifying and managing potential risks to clients’ financial security through insurance and other risk management techniques
Client Types
Alternity Capital Management Ltd. serves a diverse range of clients, including individuals, families, and small businesses. The company’s services are tailored to meet the needs of each client and their unique financial situation.
Whether clients are just starting their investing journey or looking to maximize their current wealth, Alternity Capital Management Ltd. has the expertise and resources to help them achieve their financial goals.
Fees & Compensation
Alternity Capital Management Ltd. operates on a fee-based compensation model, which means that the company charges clients a percentage of their AUM for its services. This model is designed to align the interests of the firm with those of its clients, as the company’s compensation is tied directly to the success of its clients’ investments.
Background
The team at Alternity Capital Management Ltd. brings a wealth of knowledge and experience to their clients. The company’s advisors have a diverse background in finance, economics, and wealth management, allowing them to provide clients with well-rounded and comprehensive financial advice.
In addition, Alternity Capital Management Ltd. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), which provide additional protection and security for clients.
Financial Advisor Disclosures to Know
As with all financial advisors, it is important for clients to be aware of any potential conflicts of interest or disclosures.