Why Alpha
Over 20 years ago, Alpha emerged as an investment consulting firm that was different. A firm beholden to no one, that was absolutely transparent and motivated only by a desire to share knowledge with those who needed guidance. Alpha grew from the foundation of these ideas. It grew without brokerage or manager affiliations, without hidden fees or agendas, with open, honest counsel and with a proactive commitment to grow client assets with innovative strategies.
20 years later, these same principles remain at the heart of every client relationship and every service we provide.
Our clients stay with us because they know our commitment to independence, honesty and innovation generates sound returns, and steady growth while providing peace of mind.
We’re committed to our own growth as well. In 2007 we expanded our range of services by adding expertise in ESOP fiduciary management and fiduciary outsourcing. As we’ve grown, we’ve added committed, gifted colleagues who share our vision of integrity, independence and energy. Together, we’ve created what Alpha is today.
