Alera Investment Advisors, LLC
Alera Investment Advisors, LLC is a registered investment advisor established in April 2017 and wholly owned by Alera Group, Inc. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, institutions, and retirement plans, acting as a fiduciary to clients. AIA provides comprehensive investment management, planning, and consulting services tailored to individual needs. Investment strategies include internal investment management, utilizing mutual funds, ETFs, individual stocks, and fixed income securities, as well as the use of independent managers or affiliated investment platforms. AIA does not charge performance-based fees and does not manage proprietary investment funds. The firm recommends establishing accounts with Fidelity or Charles Schwab as custodians. AIA receives economic benefits from Fidelity, including software support and trading services. The firm does not engage in soft dollar programs and does not receive compensation for brokerage referrals. AIA has a Code of Ethics, does not have custody of client funds, and does not accept proxy-voting responsibility. The firm does not have any adverse financial situations that would impair its ability to meet obligations to clients. Clients can request more current information by contacting the advisor directly.
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