Alpha Investment Management, Inc.

Alpha Investment Management is a Michigan-registered advisory firm that provides discretionary portfolio management and ongoing wealth management services to high‑net‑worth individuals, family limited partnerships, corporate pension and profit‑sharing plans, and charitable organizations. The brochure discloses roughly $21.1 million in discretionary assets under management and describes routine client deliverables such as quarterly performance reports, ongoing consultation, and a Strategic Investment Management (SIM) oversight option for clients with multiple advisers.

The firm’s investment process is top‑down and macro‑oriented, combining fundamental, technical and cyclical analysis and drawing on a range of third‑party research sources to shape asset allocation. Portfolios are constructed as broadly diversified global mixes that favor low‑cost ETFs and index funds (with limited use of active funds) and explicitly avoid inverse and leveraged products, with an emphasis on managing risk to produce steady returns rather than pursuing short‑term outperformance.

Compared with many peers, AIM’s client mix and service model skews toward institutional and high‑net‑worth accounts rather than typical non‑HNW retail households, and it offers SIM coordination services that are useful for entities with multiple managers. The firm also operates with a small, closely managed client base, maintains a written Code of Ethics, does not charge performance‑based fees, and relies on third‑party custodians (it does not take custody or vote client proxies).