A complete list of active advisors currently associated with Alpha Analytics Investment Group LLC
Warmer can help you find a great advisor at Alpha Analytics Investment Group LLC or one who fits your needs even better.
Alpha Analytics Investment Group LLC provides investment advisory and portfolio management services to individuals, families, high‑net‑worth and ultra‑high‑net‑worth clients, as well as trusts, foundations, endowments and retirement plans. The firm manages approximately $253 million across about 68 client relationships and operates with a small, two‑advisor advisory team. The firm’s investment process centers on a globally diversified asset‑allocation model built largely from publicly traded mutual funds and exchange‑traded funds, with tailored investment policy statements for each client and a preference for low‑expense, institutional‑class funds and infrequent trading. Alpha Analytics manages accounts on both discretionary and non‑discretionary bases, and materially more assets are managed on a non‑discretionary (advisory‑only) basis ($177.3 million non‑discretionary versus $76.1 million discretionary). Two operational features distinguish the firm from many peers: the principal owner maintains an active, ongoing legal practice with an ownership interest in a law firm (a relationship the brochure notes can give rise to internally referred clients), and the firm frequently relies on standing letters of authorization and fee‑deduction practices that result in being deemed to have custody in certain situations, using SEC no‑action relief where applicable. These affiliation and custody arrangements are highlighted in the brochure and represent notable governance and operational considerations relative to similarly sized advisory practices.
To learn more about the advisors currently working at Alpha Analytics Investment Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 13
| |
Los Angeles, CA
| 13
|
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