Alera Investment Advisors, LLC

Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm serves both retail investors and plan sponsors, offering discretionary portfolio management, planning and consulting engagements, and ERISA-focused plan services.

AIA constructs portfolios using its internal investment management capabilities, the affiliate platform operated by The Ascent Group (TAG), and unaffiliated independent managers, with primary allocations to mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis and a generally long-term orientation. For retirement plans AIA provides ERISA 3(21) and 3(38) services, investment policy development, vendor analysis, investment monitoring, performance reporting, and participant education while serving as the primary advisor and overseeing any third‑party managers.

AIA discloses that certain Advisory Persons also implement commissionable securities through Osaic and sell insurance products through affiliated insurance entities, and the firm says it does not charge ongoing advisory fees on assets implemented in those separate capacities. The firm is part of the Alera Group family of companies (including Alera Retirement Advisors and TAG) and documents arrangements such as tri‑party platform agreements and project-based transition support for plan recordkeeper changes, which it identifies as potential conflicts and addresses through disclosure and oversight.