Why Alpha Advisors?

If you could design your own investment manager, what would it look like?

We believe that the combination of seasoned investment management skills, our holistic approach, and the values that drive how we serve clients is something that truly sets us apart. Some of these attributes are highlighted below.

If you are going to hire someone to manage your investments, why not hire a seasoned professional? With over 25 years of portfolio management experience, we wisely and skillfully manage each client’s investments to help them achieve their long-range goals.

Learn more about our investment approach »»

Although investing success is important, it is one of several key components of a sound financial strategy. Although no single person can be an expert in all areas such as investments, estate planning, taxes, and risk management, we believe someone should be aware of the big picture. We position ourselves as your single point of contact and coordinator of a team of experts as each client’s needs require.

Do you ever wonder if your financial advisor’s guidance is always in your best interest? As an independent firm, Alpha Advisors receives no other compensation than the fee we charge to manage your portfolio. We are free to find and use the very best investments available without limitation.

We believe this arrangement minimizes potential conflicts of interest and aligns our interests with yours – prudently growing your portfolio. Our recommendations and advice are unbiased and have your financial success in mind.

Markets rise and fall every day, and the latest investing fads come and go, but we have the confidence and the discipline to stick to our investment approach and position our clients’ portfolios for long-term success.

As an independent firm, we have chosen to focus on building deeper relationships with a select number of clients. Because of our regular contact, we know what is going on in their lives and are able to better anticipate changes and issues that need to be addressed. We are also more accessible to them when they need us.

Clients deal directly with a professional portfolio manager who actually selects securities for their portfolios, understands their goals, and considers their personal tolerance for risk in the day-to-day process of managing their assets. Portfolios are not combined with others or managed through a centralized process.

Things change all the time – either in your life or in the external environment. Your goals can change as well. We believe that financial strategies must be dynamic. Although we are already in frequent contact with our clients, we meet with them at least annually to do a thorough review and determine if any changes to their circumstances require adjustments to their financial strategies.

Clients benefit from the decades of practical investing and business experience that influence our advice to them. You can come to us for answers on everyday financial questions or more complex issues that require research and analysis.

Our message is different from the mainstream financial services industry and media – we won’t try to convince you to save everything you can to build up a “pot of gold” for some date far in the future. We help clients identify what is important to them and then find a way to create balance in their lives.

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