Alpha Inertia Capital

Alpha Inertia Capital is an independent, single-advisor investment adviser that provides discretionary portfolio management to a very small client base, including high‑net‑worth individuals and corporate or business entities. Its services center on creating client-specific investment policy statements and ongoing portfolio monitoring, with investment advice generally limited to equities and exchange‑traded funds.

The firm uses a blend of analysis techniques—charting, cyclical, fundamental, quantitative, and modern portfolio theory—and applies both long‑ and short‑term trading strategies. It also employs leveraged and derivative instruments, including margin, short sales, and options, and implements borrowing and derivatives within separately managed accounts, features that elevate portfolio risk and require active risk management under its discretionary authority.

Notably, the firm accepts performance‑based fees while also managing non‑performance‑fee accounts, and serves corporate/business clients—both uncommon for independent advisers of this size—which can create potential allocation and conflict‑of‑interest considerations. Management also maintains outside business and employment relationships and discloses that it may recommend particular custodians and receive third‑party research or soft‑dollar benefits, all of which are addressed in the firm’s brochure.