No matter who you work with at Alterity Financial Group, you will have the support and experience of all of our Investment Advisor Representatives behind you. Our process of investment and portfolio management is deeply ingrained in our culture, from our newest employees to our most seasoned team members.
Unlike brokers at the large Wall Street firms, our ideas and recommendations don’t change depending who you talk to. Brokers are known for “the stock of the day,” advice and their viewpoints change depending on the week, day, and even hour. You can call five different brokers and receive five different choices and points of view. Our advisors are first and foremost fiduciaries and relationship managers who put your needs, goals, and tolerance for risk first. One of the reasons we created Alterity Financial was to bring a team approach to investing and security selections made for our clients’ portfolios.
Our Investment Committee
All of our licensed advisors are given a seat on our investment committee and the opportunity to share their views, ideas, and opinions. The investment committee is chaired by the Chief Investment Officer and the firm’s Fixed Income Coordinator. Together, these individuals bring to the table a wealth of knowledge and more than 60 years of investing experience. The Investment Committee meets every month and reviews each sector’s weighting recommendations. We then adjust our underweighting or overweighting of the eleven S&P sectors. From there, each sector is broken down on our proprietary working lists to reflect the individual names and companies included. We review each name and adjust, add, or remove them accordingly. Our decisions are made based on valuation, performance, corporate governance, and other factors that determine stability and investment potential. These updated names are then reflected in the models we create, and the portfolios of our clients are updated accordingly.
Your advisor will never call you with “the latest hot tip,” or “the stock of the day,” and will always approach your account with thoughtful and well-researched recommendations resulting from the process we have built, implemented, and proven over time.