Advice

Alpha is here to help you manage your wealth. You have worked hard to get where you are today and we respect that. Every dollar counts, even if we’re dealing with millions. Building wealth takes hard work, patience, and time. Managing wealth is similar: the best results are achieved through a disciplined strategy, patience, and time. We do this by helping you navigate the noise of industry pundits, economic data, and non-stop news in order to focus on the complex financial decisions that you will have to make at each critical step of your investment journey.

 

We provide investment advice to help you make better decisions. There are thousands of financial products and services available to you and we are here to help you understand which ones are best for you in order to meet your investment objectives. We are proud that our work and guidance has been of value to our clients over the years. The advice we provide is the result of decades of experience in all economic cycles and in all asset classes. Strong analysis and common sense make for powerful allies in our world of investing. We can also refer you to other professional experts in fields that may be necessary for your wealth management, such as real estate brokers, lawyers, insurers, and accountants.

Sometimes we agree with the market consensus, sometimes we do not. We are independent thinkers with insights developed over decades of portfolio management experience. There are no magic wands or sure things, and anyone dreaming of instant astronomical results, chasing the latest fad, or get-rich-quick scheme is headed for a rude awakening.

We listen carefully to your experience and your expectations. We also look for and listen to various market signals we have come to trust over the years. Many of our ideas are not new: they are proven. Many of our techniques are not secret: they have worked for our clients. You can count on our investment advice being soundly based, objective, and independent. We charge a flat annual fee based on a percentage of the portfolio assets that you have hired us for.

Our investment advisor contract (IAC) agreements are clear and our purpose is defined. We don’t like surprises any more than you do. The global investment markets provide enough surprises every day so we aim to avoid any surprises we can in our relationship with you. That’s another way we try to provide you with peace of mind: this way you may focus on the many other important daily duties you have along with their own share of surprises. We look forward to working with you and your family.

We are passionate about investing and helping you achieve consistent satisfaction with your wealth management responsibilities. It’s not easy, but nothing worthwhile ever is. We enjoy helping you filter through the daily noise of investment data – the endless information from industry experts, institutional research, and economic news reports – in order to develop a solid investment strategy. We then work with you to analyze and identify the best choices for your specific situation within the vast universe of investment products. Next we implement and monitor an investment portfolio that is composed of appropriate securities given your risk profile and tailored to your personal investment goals. Finally, we regularly review all this together: whenever you like or on a specific schedule that you determine.

Our work is a series of complex intellectual challenges:

• Getting to know you and define your investment preferences.

• Analyze the global markets for opportunities that match your needs.

• Establish a new strategy or tweaking an existing one to combine the attractive elements of the current economic market cycle with your targeted objectives.

• Constantly review the portfolio we have built for you along with the ever-changing global investment markets to ensure we maintain the right course for your targeted objectives.

There are several layers of detailed decision-making in our work. But we enjoy analyzing data, finding patterns, weighing opinions, cracking puzzles, debating research, and solving problems. Please let us know how we can be of service to help solve your investment puzzle.

We work with successful entrepreneurs, business leaders, and busy people like you who need a responsible advisor for their sacred assets. We respect the time and effort these important savings represent to you and your family. These funds have been accumulated over years of hard work in order to be used for your children’s education, for your retirement, and even just to provide a sense of security in an unpredictable world. These are the funds that must be available in case of family emergencies or even business crises but, in the meantime, they should be invested intelligently. Tell us about you and your investment objectives and let’s see if we can provide some practical solutions as soon as possible.