Why Altegris?
There's no alternative to experience
A Deep Research Heritage
and Pedigree of Innovation
Who We Are
We believe that a sophisticated investment approach should not rely on stocks and bonds alone. So for nearly two decades, we’ve focused solely on alternative asset managers and strategies.
Our mission is to help advisors to build better portfolios in order for investors to achieve better financial outcomes.
What We do
Finding the right alternative managers and solutions isn’t easy. We utilize a disciplined process to canvas the investment landscape in search of unique opportunities and superior investment capabilities.
We source, evaluate, select and monitor the managers around which we can create sustainable solutions designed to help investors achieve greater alpha, lower risk, and improve portfolio diversification.
Since 2002
We've Been Helping Clients
Build Better Portfolios
Investment Services and Solutions
In today’s uncertain environment, finding compelling and relevant investment solutions is critical
Our Commitment to Client Service is the Foundation of Everything We Do
We’re dedicated to ensuring that your investment needs are directly addressed. Our agile size allows you to engage one-on-one with our CEO, portfolio managers and other members of the team.
Our commitment to client service is the foundation of everything we do
We’re dedicated to ensuring that your investment needs are directly addressed. Our agile size allows you to engage one-on-one with our CEO, portfolio managers and other expert members of the team.
Over the last decade, our research team has reviewed over 8,000 investment opportunities, and conducted formal, thorough diligence on approximately 1,500 of these as part of our promise to deliver sustainable portfolio solutions.
Manager Selection
and Product Structuring
Manager identification
and selection
Over the last decade, our research team has reviewed over 8,000 investment opportunities, and conducted formal, thorough diligence on approximately 1,500 of these as part of our promise to deliver sustainable portfolio solutions.
Product structuring
and oversight
We look to construct diverse, differentiated vehicles with favorable characteristics that offer unique access to fund managers. Through long-term manager relationships, we continuously engage and monitor both the investments and the structures themselves.