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Alterna Wealth Management

Wealth ManagerHouston, United StatesFounded 2005
$850M
Assets Under Management
Houston
Headquarters
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About Alterna Wealth Management

Alterna Wealth Management's investments are based on three principles: global approach investment policy, diversification of markets, sectors, industry and product, and financial, economic and market analysis. We provide you with access to global markets to help address all of your wealth management needs: Mutual Funds Global Fixed Income Instruments Global Equities Multi-Currency Platform Derivatives and Structured Notes Exchange Traded Funds Global Research - from third parties Private Placements Private Equity Fiduciary Services Internet Trading Money Market FDIC Insured Deposit Program

Preferred Investment Types

Long-Term InvestmentsPrivate Equity

Preferred Sectors & Themes

AnnuitiesCommercial Property Acquisition & DevelopmentConsumer BankingDiversified Finance ConsultingEquity/Mutual FundsEquity SecuritiesETFsFixed Income/Debt SecuritiesCurrenciesInsurance Products & ServicesInvestment Banking & BrokerageInvestment ManagementLegal & Tax ServicesMoney Market SecuritiesMulti-Asset InvestingOptions TradingReal AssetsResidential Property Acquisition & Development

Preferred Geographies

GlobalUnited States

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Frequently asked questions

What type of investor is Alterna Wealth Management?

Alterna Wealth Management is a wealth manager based in Houston, United States, managing approximately $850M in assets.

Where is Alterna Wealth Management headquartered?

Alterna Wealth Management is headquartered in Houston, United States.

How much does Alterna Wealth Management manage?

Alterna Wealth Management manages approximately $850M in assets under management.

When was Alterna Wealth Management founded?

Alterna Wealth Management was founded in 2005.

What does Alterna Wealth Management invest in?

Alterna Wealth Management focuses on Long-Term Investments, Private Equity, Annuities, Commercial Property Acquisition & Development, Consumer Banking, Diversified Finance Consulting, Equity/Mutual Funds, Equity Securities.

How can I contact Alterna Wealth Management?

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