Whether we are designing new tools to help our risk management clients, studying the latest behavioral finance research to improve our wealth management practices, or acquiring a new exciting firm to build our employee benefits business – growth is a critical part of our culture and our strategy for success.
Alera Group firms are committed to achieving industry leading organic growth through collaboration
Alera Group will only acquire high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.
Our core principles are what make us stand apart from other companies. We believe in:
All Alera Group firms benefit from the same powerful national resources:
Beyond this, our company and our clients also benefit from each firm's unique industry expertise and local relationships. By focusing on our beliefs and values, and only partnering with firms that hold the same core tenets, we deliver exceptional client experiences and the best possible outcomes - positively impacting our employees, clients and the communities where we live and work.