A complete list of active advisors currently associated with AlphaCopia

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

Alphacopia works with individual investors (including high-net-worth and non‑HNW clients), as well as banks, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, wealth planning, investment consulting, business‑consulting engagements, and sub‑advisory services to other registered advisers. The firm follows a tactical allocation strategy using both fundamental and technical analysis across long‑ and short‑term positions, options, and futures, and may hold interests in partnerships and real estate investments. Alphacopia manages separately managed accounts and pooled vehicles, and it may use derivatives within those accounts as part of its risk‑management and return‑seeking activities. Several features distinguish Alphacopia from many peers: it operates as an exempt commodity pool operator and private fund adviser and manages a hedge‑fund style pooled vehicle for qualified investors, and it charges performance‑based fees for qualifying accounts. The firm also provides negotiated sub‑advisory services to other advisers and discloses relationships that include a portfolio manager role at another registered adviser and an associated insurance‑producer activity, which it monitors for potential conflicts of interest.

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