Investment Management

A relationship based on your interests

Your investment strategy should offer a sense of security. As an independent firm since 1976 we deliver unbiased oversight of assets.  Alera Group is committed to your long-term success.

A Disciplined Approach
When you work with Alera Group, we will work to understand your financial objectives so your investments can align with your goals. Your Alera Group advisor will examine your risk tolerance, time horizon, tax considerations, and liquidity needs — all of which will help us determine who you are as an investor.

Next, we will customize your investment portfolio, working with you to determine the appropriate asset allocation and selection of investments. We will continue to review and update your portfolio periodically as your needs and objectives change and evolve.

Our goal is to help our clients accumulate long-term wealth through sound asset allocation techniques that focus on helping you grow your portfolio while intelligently managing risk.

Big Firm Capability. Personalized Service
Our recommended investment portfolio combines all of the facets of our investment philosophy and process in helping you to pursue your long term goals. We recommend meeting with you periodically to review your asset allocation and to ascertain whether the portfolio mix remains appropriate for current market conditions and your investment objectives.

 

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of FL, IL, IA, MN, ND, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Check the background of your financial professional on FINRA's BrokerCheck.

Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney. 

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.