A complete list of active advisors currently associated with Alpha

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

Alpha is an independent, fee‑only registered investment adviser that provides personalized separately managed account (SMA) portfolio management primarily to high‑net‑worth and ultra‑high‑net‑worth individuals and their families. The firm manages a relatively small client base and assets (roughly $54 million across fewer than 20 clients) and offers both discretionary and non‑discretionary SMA services. Alpha’s investment process emphasizes top‑down macroeconomic analysis combined with quantitative portfolio construction and behavioral finance, favoring diversified, low‑turnover allocations across U.S. and non‑U.S. equities, fixed income, ETFs/ETNs, mutual funds, REITs and private placements. For clients who authorize higher‑risk strategies, the firm may employ leverage and borrowing (margin), short sales, and listed options, and may include leveraged ETFs and ETNs as part of portfolio construction. The brochure highlights explicit use of non‑U.S. securities and UCITS funds and notes account minimums stated in foreign‑currency equivalents, indicating capabilities to accommodate non‑U.S. assets and clients that are less common among peers. Alpha also documents individualized risk profiles and investment restrictions, and has voluntarily affirmed the Real Fiduciary™ Practices, while noting that the use of margin, derivatives and shorting introduces additional risk for authorized accounts.

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