Philosophy

Performance is the end result of people, philosophy and process.

Alpha’s signature approach is providing implication-oriented analysis – information that gives our clients the ability to visualize outcomes of their various options and choices. This is a powerful tool that puts our clients in charge of the future of their assets.

Alpha’s strategy is building long-term stability, taking careful consideration of eventual outcomes for each individual client. The work we do is customized to tailor to different needs. We do not use a "one size fits all" approach. 

Many professional investment consulting organizations have evolved into firms that also provide investment management, communications and/or administration services. As an independent investment advisor, we believe our role is to help you find the best solutions on the market, not direct you toward products we offer in order to gain additional revenue.