our services

INVESTED IN OUR CLIENTS

We define success as seeing you experience financial freedom. Freedom is found in finding alignment between the potential of your resources and the requirements of your goals. Our reward is in doing this well. We are invested in you.

Personal investing is not about
maximizing the value of your portfolio.
It is about optimizing your financial
resources in order to attain the kind of life
you want – today and tomorrow.
Will your current investment strategy
get you there?

INVESTMENT MANAGEMENT

Our overarching approach to investing is to manage risk, not simply take it. Life is full of risks. Your financial resources are meant to mitigate them with the goal of helping you realize your life’s purpose.

In building an investment allocation, diversification is our highest priority. We are reminded on a regular basis of diversification’s importance when we witness events that significantly impact the value of company stocks or even entire sectors of the economy.

Next we focus on liquidity. You need access to adequate resources when life happens. Our objective is for you to be able to meet unexpected expenses without being forced to sell investments at an inopportune time.

With these principles in mind, we create an allocation that targets an appropriate level of volatility, suitable to your personal tolerance for the fluctuation of your asset values.

Last, we never forget the importance of capital preservation. It is said the “return on your investment” is not as important as the “return of your investment.”

Would you like to work with a team who has your best interest at heart? Contact us today to find out if we are the right fit for you.

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LIFE PLANNING

What is financial Life Planning all about - the freedom to find your dreams, and to bring them alive. Life Planning helps you reorganize your relationship to money so that your financial resources are dedicated to supporting your life of greatest value, meaning and purpose.
George Kinder (founder of the Kinder institute of Life Planning )

EVOKE ® - The Financial Life Planning tool

  • Exploration

    We start to develop an understanding of who you are through open ended questions and careful listening.

  • Vision

    Aided by thought provoking questions and continued discovery we learn from you what matters most.

  • Obstacles

    Mobilizing efforts of the advisor and client, we develop solutions to help you pursue the life you want to live.

  • Knowledge

    A plan is created to dedicate your financial resources to support your life of meaning and purpose.

  • Execution

    We take care of the nuts and bolts while you pursue life! Then we meet periodically to celebrate milestones and adjust in response to life's changes.

One ought, every day at least, to hear a little song, read a good poem, see a fine picture , and, if it were possible, to speak a few reasonable words.

- JOHANN WOLFGANG VON GOETHE

Let’s Talk

If you would like to discuss how Alpha Advisors can help you reach your financial goals, please call us at (804) 754-8532 or send us an email and we will get right back to you!