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A single, turnkey portfolio built exclusively for MLD clients.
It invests across private credit, real assets, infrastructure, private equity, and hedge funds.
Backed by the world's leading alternative managers, including Apollo, Blackstone, KKR, IFM Investors, and Oaktree.
One investment.
One tax slip.
Most private market allocations are reserved for institutions and the largest family offices.
The minimums are high, the access is restricted, and the structure is complex.
We built Alterna to remove those barriers and give the families we work with the same quality of exposure that has long defined how sophisticated capital is managed.
Investors seeking stable cash flow, inflation protection, and meaningful diversification beyond public markets.
A minimum five-year horizon and comfort with the nature of alternative investments are expected.
This is a long-term structural position, not a tactical trade.
Consistent income alongside your public market holdings, with downside protection when markets are stressed.
The portfolio targets an 8–10% net annualized return and a 6% annual distribution, with quarterly redemptions and registered account eligibility.
At MLD Wealth, we work with entrepreneurs, executives, and families who want more than basic portfolio management. We provide institutional-calibre investment oversight, access to carefully selected alternative opportunities, and fully integrated wealth planning designed to protect and grow capital over time.
Our advice is objective and aligned with your goals. We focus on disciplined allocation, thoughtful risk management, and seamless coordination with your broader advisory team. The result is a structured, intentional strategy built to evolve with your life and your wealth.
