A complete list of active advisors currently associated with Alpha Initiative

Warmer can help you find a great advisor at Alpha Initiative or one who fits your needs even better.

The firm provides discretionary portfolio management and investment advisory services primarily to individual investors, high-net-worth individuals, and family trusts. It typically charges percentage-of-AUM fees and focuses on managing client portfolios on an ongoing basis. The firm uses an active, research-driven approach that combines qualitative and quantitative fundamental analysis to construct customized portfolios and model allocations for different risk tolerances. It operates as a fee-only adviser under a fiduciary standard, custodying client assets with a third-party custodian and disclosing the potential use of listed options, short selling, margin, derivatives, and hedging as part of its investment toolkit. Although organized as a very small independent RIA, the firm is not a solo practitioner: it is owned and run by two principals and assigns multiple operational roles internally, with one principal also engaged in external employment and real estate activities. Its small scale combined with the use of relatively sophisticated trading strategies and participation in an institutional custody/brokerage program that provides research and trading support distinguishes it from many peers.

To learn more about the advisors currently working at Alpha Initiative, 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.