Institutional Thinking for Individual Investors
Alternative Capitalis, LLC
Does Your Wealth Manager Measure Up?
Through its education, standard setting, and advocacy programs, CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment adviser. Learn more*.
Wealth Management & Investment Strategy
As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. Learn more about our disciplined wealth management process.
The complexities of investing in our global economy can be overwhelming.
Through our Holistic Approach, Alternative Capitalis, LLC provides institutional thinking for individual investors.
Now more than ever individuals and families need trusted financial guidance to help navigate their own personal economies.
The Holistic Approach
Views your resources, your lifestyle, your financial goals and aspirations.
Holistic Services Include Integrating areas such as:
College
Debt
Life Events
*CFA Institute does not endorse, promote or warrant the accuracy or quality of Alternative Capitalis, LLC. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Dustin Latham is the only investment adviser representative at Alternative Capitalis, LLC that has earned the CFA charterholder designation.