Meriden, CT Office

Alpha Zero LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and business entities, managing portfolios and delivering one‑time or ongoing financial plans. The firm also advises on and facilitates access to alternative investments and private placements alongside its core portfolio management work.

The firm documents client goals and risk tolerance in an Investment Policy Statement and pursues portfolio construction using fundamental and cyclical analysis and modern portfolio theory, employing both long‑ and short‑term trading and, when appropriate, margin and options strategies. Alpha Zero typically seeks discretionary trading authority to implement its strategies and uses custodial relationships through major custodians for trade execution and reporting.

Alpha Zero offers performance‑based fee arrangements to qualified clients and serves as a sponsor/manager for private investment vehicles it may recommend, including acting as a general partner for a related private fund; it also vets and syndicates certain non‑traditional investments for clients. Those features—performance‑linked compensation and a sponsoring role in private funds, together with certain custodial authorities the firm discloses—are less common among peer team firms and are addressed through disclosure, allocation policies, and client suitability assessments.