Portable alpha
A portable alpha approach separates where a portfolio’s return is generated from the market exposure it is meant to hold — so the search for added return does not cost you the allocation you built.
Welcome to Altervest
Independent portfolio management firm. Experts in alternative investments.
We build institutional-grade portfolios for high-net-worth and ultra-high-net-worth individuals and family offices.
The St. Lawrence, Quebec
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Who are we?
Independent portfolio management firm. Experts in alternative investments.
We craft investment portfolios that seamlessly integrate alternative investments. We aim to enrich portfolio diversification while maximizing after‑tax returns.
- Specialty
- Alternative investments
- Independent since
- 2010
- Based in
- Montreal, Quebec
Why Altervest?
With our expert guidance, you can discover innovative investment solutions that align with your unique needs and risk tolerance.
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Expertise
Our team of seasoned professionals brings expertise to every aspect of portfolio management and institutional-grade investment strategies.
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Independence
Our independence and commitment to personalized service make us the partner of choice for investors who want to invest in confidence for future generations.
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Ethics
An independent committee reviews every fund before it reaches a client portfolio. Nothing is added to an allocation that has not passed that review.
Ice on the St. Lawrence, Québec
Why choose our firm
Three capabilities that are rarely found together, applied to portfolios built for the long term.
Open architecture
We are independent, and our platform is open architecture. That gives our investors access to best‑in‑class managers, each one reviewed by our Investment Advisory Committee before it reaches a portfolio.
Exempt market
Private transactions in the exempt market, for investors who qualify — sourced, reviewed and integrated alongside the rest of the portfolio rather than sold as a standalone product.
Exempt market offerings are available only to investors who meet the eligibility criteria under applicable securities legislation.
The platform
How a fund reaches your portfolio
Two structures sit between a manager and an Altervest portfolio.
Advisory Committee
- Includes the participation of independent experts
- Ensures a thorough diligence review of funds approved on our platform
The committee brings in a specialist for the field in question: a real estate transaction is reviewed by a real estate expert, a digital asset mandate by a specialist in that market, an ESG mandate by an ESG specialist.
Open Architecture
- Allows our investors to have access to best‑in‑class managers
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01
The manager universe
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02
Advisory Committee review
Independent experts. Thorough diligence.
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03
The Altervest platform
Best-in-class managers only
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04
Your portfolio
Alternatives integrated alongside traditional holdings
Exempt market services
Private transactions arranged for investors and businesses that qualify under applicable securities legislation.
- 01 Equity raising
- 02 Debt financing
- 03 Sale of businesses
- 04 Purchase of businesses
Exempt market offerings are available only to investors who meet the eligibility criteria under applicable securities legislation.
The Laurentians, Quebec
Management Team
Geneviève Blouin
CFA, CMT, BBA
President & Founder
Thomas Barry
CIM, BBA
Head of Private Wealth & Chair of Investment Advisory Committee
Providers
The institutions and advisers we work with.
