A complete list of active advisors currently associated with Alpha Solutions Investment Advisors

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

Alpha Solutions Investment Advisors, founded in 2010 and SEC-registered, provides discretionary wealth management and portfolio management to individuals, families, trusts, pensions, businesses, foundations, nonprofits, retirement plans and homeowner associations. The firm is fee-only and also offers financial planning and consulting on a limited basis, and—uncommonly for a team of its size—manages pooled investment vehicles in addition to individual client accounts. Investment decisions are guided by an Investment Committee that applies both fundamental and technical analysis to build diversified portfolios across equities, fixed income, ETFs, REITs, MLPs and select alternative asset classes such as private equity and real estate, while generally avoiding new mutual fund purchases unless already held. Alpha manages accounts on a discretionary basis, uses tools such as stop-loss orders (and rarely sells short), aggregates block trades when appropriate, and conducts at least annual reviews against each client’s Investment Policy Statement. The firm’s combination of providing portfolio management for pooled vehicles and managing pooled-investment clients is a statistically uncommon service offering among peers, and Alpha documents a formal technology and vendor-risk framework that includes selective use of AI and machine‑learning tools with mandatory human oversight, comprehensive cybersecurity controls, and annual vendor due diligence. The firm typically uses institutional custody and platform services (including Schwab Institutional), accepts standing transfer authorizations that create limited custody considerations, and does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at Alpha Solutions Investment Advisors, 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.