Alternative Investment Advisors, LLC

Alternative Investment Advisors, LLC provides fiduciary advisory and portfolio management services focused on alternative investments for high‑net‑worth, accredited investors. The firm assists clients in selecting and integrating private equity, real estate, hedge funds, and other non‑traditional assets into their broader financial strategies.

The firm typically manages client portfolios on a discretionary basis, conducts quarterly account reviews, and uses independent third‑party due diligence providers to vet alternative investment sponsors and products. It charges advisory fees based on assets under management and custodies client assets with Charles Schwab, with regular performance reporting to clients.

Noteworthy distinctions include the principal’s concurrent insurance agency activity (handled through a separate entity and representing roughly ten percent of his time), which makes the firm also an insurance broker/agent—an uncommon affiliation for peers in this category. The firm also accepts sponsor payments for digital advertising and may participate in carried interest with sponsors; these arrangements are disclosed as potential conflicts of interest and are described as being managed under the firm’s fiduciary obligations.