Alterity Financial Group, LLC

Alterity Financial Group, LLC is a registered investment advisor established in March 2010 and owned by CGC, LLC. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary. Their services include discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. Alterity's investment strategies focus on long-term goals, utilizing diversified mutual funds, ETFs, individual stocks, bonds, and options contracts. The firm may recommend reallocating investments, sector weightings, and cash positions based on client needs and market conditions. Clients have the opportunity to place restrictions on their portfolios. Alterity does not accept custody of client funds and manages over $120 million in assets as of December 31, 2023. Fees for advisory services range from 0.50% to 1.75% annually, with a minimum annual fee of $50 per account. The firm does not charge performance-based fees and does not engage in wrap fee programs. Alterity's investment analysis methods include fundamental, technical, and cyclical analyses. The firm has a Code of Ethics and does not receive compensation for securities transactions. Clients are encouraged to review the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected. For more information, clients can contact Angie Potter, Chief Compliance Officer at 800-966-7730 or [email protected].