Alterity Financial Group Email Format

Financial ServicesMaine, United States11-50 Employees

Alterity Financial Group is a financial services firm registered as an Independent Registered Investment Advisor with the U.S. Securities and Exchange Commission. Based in Bangor, Maine, the company focuses on direct ownership across asset classes to deliver investment performance and lower costs for its clients, rather than relying on higher-cost, product-based options common in the brokerage space. Its services target individuals, institutions, non-profits, municipalities, and trusted assets, offering portfolio management, retirement planning, wealth management, and related solutions through separate accounts, retirement plans, and sub-advisory arrangements. The firm emphasizes serving a range of entities including individuals, small businesses, and institutions, with an approach that integrates investment management with retirement planning and insurance considerations. Since its founding, Alterity Financial Group has added team members to support its investment professionals, signaling ongoing growth within its regional market in Bangor.

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