Personal partnership.
Sophisticated thinking.
Distinct investment access.
At Aletheia Capital Group, we open doors to institutional-quality strategies, including private markets, typically not available to everyone – in addition to sophisticated planning and creative credit strategies. Our unique backgrounds enable us to implement these tools in a way that can create distinct value for clients.
Our approach is guided by the philosophy of truth.
As families grow in wealth and complexity, their needs often surpass traditional financial relationships. We combine institutional-level investment strategies with the personal attention of a boutique advisory team – offering comprehensive solutions without unnecessary complexity.
Meet Your Investment Team
Three partners, one shared commitment.
Aletheia Capital Group brings together high-level investment planning, decades of market experience, and an unwavering commitment to putting your interests first. Each partner contributes distinct capabilities that help create better outcomes for your family.
Investment Solutions Built for Your Reality
Redefining traditional wealth management.
We deliver a deep level of advice—integrating institutional-grade strategies, advanced portfolio design, and coordinated planning. Our approach can go far beyond standard portfolio management, aligning investments, planning, and generational objectives under one cohesive framework.
Institutional Portfolio Management
We construct portfolios the way endowments and foundations do: grounded in today’s valuations, built for tomorrow’s opportunities, and designed so you always know what you own and why.
Sophisticated Financial Planning and Insurance Strategies
Your investments don’t exist in a vacuum. We collaborate with your CPA and attorney to align decisions across taxes, estate planning, and business strategy, so every move can work toward your bigger picture.
Transition and Liquidity Planning
From selling a business, managing illiquidity or navigating concentrated stock positions, we access creative solutions to help protect and grow wealth through major life events.
Specialized Lending Strategies
Creative and customized lending strategies that can allow clients to utilize their assets in tax efficient and competitive structures.
Alternative Investment Access
We can open doors to opportunities in private equity, private credit, and other institutional-quality investments typically out of reach for individual investors.
Education & Preparing the Next Generation
Families grow, circumstances change, and responsibilities shift. We take the time to educate every generation—children, young adults, and new decision-makers—so they understand the purpose behind the plan and feel confident managing it. Our goal is to make complex ideas simple, fostering clarity and trust across generations.
Trusted by Discerning Families
Recognized experience in wealth management.
Our clients include entrepreneurs, executives, and families who demand the same level of discipline they apply to their own professional lives.
Partnering with Success-Driven Families
Clients who value substance over sales presentations.
Our clients share certain characteristics: they’ve built significant wealth through their own efforts, they understand quality when they see it, and they expect the same level of excellence from their advisors that they demand in their own professional lives.
Successful Entrepreneurs
You’ve built something significant and need sophisticated wealth management strategies for liquidity events, succession planning, and post-sale wealth management.
Corporate Executives and Professionals
You’ve reached senior levels in your career and require investment strategies that align with your risk tolerance and long-term family goals.
Generational Wealth
Generational wealth transfer creates challenges and the opportunity for new thinking. We bring a hands-on and creative approach to working with families and other professional advisors to align portfolios with each family’s goals and evolving generational objectives.
A Different Standard of Wealth Management
What sets our approach apart.
We offer elevated thinking while keeping our practice intentionally focused on a select group of families.
Endowment-Style Portfolio Design
Our investment process mirrors what we bring to the endowments and foundations we advise: valuation-based, forward-looking, and designed so you always know what you own and why,
A Selective, High-Touch Practice
With the majority of assets concentrated in fewer than 100 households, we prioritize deep relationships, direct access, and personal attention over scale.
Operator Insight Beyond Investments
From running a multi-billion-dollar fund to careers in investment banking and corporate strategy, our diverse backgrounds give us the perspective to solve complex challenges like business sales, liquidity events, and family transitions.
