Alternative Capitalis, LLC

Services Offered

• Ongoing portfolio management
• Investment strategy
• Personal investment policy
• Asset allocation
• Asset selection
• Risk tolerance assessment
• Regular portfolio monitoring

About

Alternative Capitalis, LLC is a financial consulting firm based in Boston, Massachusetts. The firm specializes in ongoing portfolio management services tailored to the individual goals, objectives, time horizon, and risk tolerance of each client. They create a personalized Investment Policy Statement that outlines the client's current financial situation and assists in selecting an appropriate investment portfolio. Their services include investment strategy development, asset allocation, risk tolerance assessment, and regular portfolio monitoring, catering to a diverse clientele seeking comprehensive financial guidance.

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