Business Details
Trusted Financial Advisers in Boston, MA
At Alternative Capitalis, we bring institutional-level rigor and sophistication to individual wealth management. Our disciplined process begins with a comprehensive understanding of each client's unique goals, risk tolerance, and time horizon. We combine deep market knowledge with a structured approach to asset allocation, diversification, and security selection tailored to individual needs. Our team leverages extensive experience in traditional and alternative investments to construct portfolios aligned with client objectives.We maintain rigorous oversight through continuous monitoring and scenario analysis to adapt to changing market conditions. Dustin Latham, our CFA charterholder and founder, applies advanced credentials and practical expertise to deliver personalized financial strategies. Our commitment to transparency and client education empowers informed decision-making throughout the wealth management journey.
Services
Investments
Financial Planning
Retirement Planning
Subadvisory Services
Portfolio Management
Highlights and features
- We offer CFA charterholder expertise in investment analysis and portfolio management
- Our process combines institutional-grade methodology with personalized financial planning
- We maintain rigorous due diligence and scenario analysis for portfolio construction
- Our team holds advanced credentials including CAIA and CRPC designations
- We provide transparent communication and client-focused investment education
Associations and certifications
- CFA Institute
Services
Investment Management
Our investment management service combines strategic asset allocation with tactical market positioning. We conduct comprehensive analysis of client objectives and risk parameters to develop customized portfolios. Through continuous market monitoring and scenario analysis, we maintain optimal asset exposure across traditional and alternative investments while managing concentration risks.
Financial Planning
We provide comprehensive financial planning that addresses life events, education funding, and debt management. Our approach integrates investment strategy with long-term financial goals, creating structured pathways for wealth accumulation and preservation across multiple economic cycles.
Retirement Planning
Our retirement planning service develops customized strategies for 401(k), 403(b), and IRA accounts. We create phased investment approaches that evolve with clients' changing needs, balancing growth potential with capital preservation as retirement dates approach.
Subadvisory Services
We provide institutional-quality investment expertise to other advisory firms through subadvisory relationships. Our services include portfolio construction, security selection, and ongoing investment management while maintaining alignment with client-specific objectives.
College Financial Planning
Our education funding strategies integrate with comprehensive financial plans, addressing 529 plans and other college savings vehicles. We develop investment approaches that balance education funding goals with broader financial objectives while managing market volatility.
People
Dustin Latham
Founder, Investment Adviser Representative
Dustin Latham leads Alternative Capitalis as CEO & CCO with CFA, CAIA, and CRPC designations. He manages daily investment operations and client portfolios while providing subadvisory services. His expertise spans portfolio construction, market analysis, and financial planning strategies.
Questions
What distinguishes Alternative Capitalis from other financial advisers?
We apply institutional investment frameworks to individual portfolios, combining CFA charterholder expertise with comprehensive financial planning tailored to personal circumstances.
What investment approach do you use?
We employ a disciplined process with strategic asset allocation, tactical market positioning, and rigorous security selection while maintaining risk-appropriate diversification across asset classes.
How do you handle market volatility?
Our approach includes scenario analysis and stress testing to evaluate portfolio resilience, with tactical adjustments based on economic cycle indicators and capital market expectations.
What financial planning services do you offer?
We provide retirement planning, education funding strategies, debt management, and comprehensive financial counseling integrated with investment management solutions.
How are investment decisions made?
Decisions follow our structured process: client analysis, asset allocation determination, security selection, and ongoing portfolio monitoring with adjustments for changing market conditions.
