Alternative Investment Advisors, LLC.
Alternative Investment Advisors, LLC. is a registered investment advisor based in Maitland, Florida. Founded around 2011, the firm manages investment portfolios mainly for individuals, including high-net-worth individuals, and provides advisory services to pension and profit sharing plans. It is relatively small, with approximately 13 employees, and reports assets under management of approximately $341 million as of March 2025. The firm serves clients primarily across the United States.
Investment Strategy
Alternative Investment Advisors, LLC. follows a diversified investment approach focused on long-term growth and preservation of capital. The firm constructs client portfolios using a mix of individual equities, ETFs, and fixed income, with a noticeable tilt toward major index ETFs, value and quality factor strategies, and large-cap technology holdings. It seeks to provide personalized investment management, balancing risk and return tailored to each client's needs, including high-net-worth individuals and pension plans.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 60.58% | $122.1M | 196,575 | $522.56 | $620.90 | +$36.1M |
M MBB | ISHARES TR | 3.45% | $6.9M | 73,952 | $92.83 | $93.89 | -$277.6K |
O OEF | ISHARES TR | 3.33% | $6.7M | 22,059 | $257.53 | $304.35 | +$943.2K |
D DYNF | BLACKROCK ETF TRUST | 3.32% | $6.7M | 122,810 | $51.26 | $54.46 | +$1.1M |
T TLT | ISHARES TR | 2.71% | $5.5M | 61,856 | $92.69 | $88.25 | -$478.4K |