The Aletheia Group

The Aletheia Difference

We live in a complex world with often too many choices and contradictory information. Our objective is to demystify the process of investing and provide comprehensive advice that helps our clients live their best life.

We believe our diverse backgrounds and experience allow us to do a few things exceptionally well:

  • Asset allocation methodology, framework and due diligence
  • Sophisticated wealth planning
  • Proactive management of assets and plans in response to changing market dynamics

Our philosophy: The Essence of Truth


Our primary objective is to provide clients and business relationships the highest level of service while helping to achieve common goals.

Our group draws its name from the word Aletheia (Ancient Greek: ἀλήθεια), which is the Greek word for “truth,” or “openness,” or “not being hidden.” This is the principle that guides our approach to business.

Recent Insights

Wealth Management

Planting the Seeds of Legacy: Succession Planning Strategies

Oppenheimer & Co. Inc. | May 19, 2025
Investment Banking

Sole Bookrunner on Cue BioPharma's Public Offering

Oppenheimer & Co. Inc. | April 23, 2025
Oppenheimer

The Case for Private Credit with Lawrence Golub

Oppenheimer & Co. Inc. | May 15, 2025
Abstract graphic
Insights

Navigating Inflation

The Aletheia Group is pleased to introduce Doug Vaaler, Regional Vice President at LoCorr Funds.

LoCorr Funds primary investment objective is capital appreciation in rising and falling commodities markets, with managing volatility as a secondary objective.

Please enjoy our brief discussion with Doug as he discusses inflation and how it affects their portfolios as a whole.

Read the transcript and disclosure here.

Aletheia’s Key Pillars

  • couple speaking to an advisor

    Partnership

    Distinct perspectives from accomplished backgrounds provide comprehensive advice to help clients navigate and manage competing priorities in an increasingly complex world.
  • team meeting around a table

    Purposeful Investing

    We are Financial Advisors that help our clients manage their financial assets and risk throughout key life events in ways that are specialized and tailored to address objectives that are greater than the portfolio.
  • two people looking at tablet

    Transparency

    We are upfront and honest about how we are compensated – our interests are aligned to our clients’ long-term success.
  • team meeting

    Value

    Our all-inclusive platform provides access to specialized investments and subject matter experts backed by Oppenheimer & Co. Inc. research.
BESbswy