Our team has been purpose-built to deliver what you need, including peace of mind. Each member of our team brings expertise, experience and enthusiasm for playing an integral part in each client solution.
The entire Alterra Team is committed to developing, executing, and reporting on an Annual Alterra Service Plan for every client. Our experience has shown that this discipline maximizes positive impact over time. In addition to managing all compliance, this commitment enables us to recognize and adapt in a timely manner to any significant financial changes impacting any given client. Whether these changes reflect opportunities or threats, we believe our clients depend on us to provide early identification, experienced insight, and proactive, professional direction—critical elements of our clients’ ongoing success.
We understand the importance of individual shareholders, family, succession, and generational issues which are major considerations with many of our clients. We’ve seen these challenges before, and we are well-versed in providing the right direction, strategy and professional execution.
The quality of our people is a hallmark of the Alterra story. We believe our success in attracting great people is rooted in our commitment to a staff-centric environment that embraces each individual’s workplace experience while enhancing professional growth, productivity, and service excellence, From entry-level support personnel, to our most senior professional staff, we provide healthy, positive, and flexible “workplaces”.
We continue to invest in providing a safe, secure, and efficient virtual platform that enables us to provide increasingly robust support to our staff and advanced service to our clients regardless of the circumstances.
