A complete list of active advisors currently associated with Alpha Strategies Investment Consulting

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

Alpha Strategies Investment Consulting serves institutional investors, family offices and select ultra‑high‑net‑worth individuals by providing investment consulting, manager selection, due diligence and discretionary investment management to private pooled vehicles. The firm also offers litigation support and expert‑witness services and advises prospective fund managers on strategy, fund setup and execution. The firm applies a post‑modern portfolio theory framework that blends traditional and alternative asset classes, emphasizes thorough qualitative and quantitative due diligence, and uses manager blending and regular rebalancing to seek downside protection while capturing market exposures. Consulting engagements typically focus on asset allocation and manager selection for conservative, long‑term investors and may include customized reporting and tailored client restrictions. Noteworthy aspects relative to many investment‑manager peers include that associated persons may act as registered representatives of unaffiliated broker‑dealers and receive placement fees or commissions when soliciting investments, and the firm routinely charges hourly or fixed fees for consulting and litigation support in addition to fund management arrangements. The brochure also discloses a typical account threshold of $25 million (subject to waiver) and reported no discretionary assets under management as of December 31, 2025, facts that prospective institutional or high‑net‑worth clients may weigh when assessing the firm’s scale and practices.

To learn more about the advisors currently working at Alpha Strategies Investment Consulting, 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
J Rogers III	Ladera Ranch, CA	27

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