A complete list of active advisors currently associated with AlphasFuture LLC
Warmer can help you find a great advisor at AlphasFuture LLC or one who fits your needs even better.
AlphasFuture LLC provides discretionary investment management and recommends separately managed account platforms, and it also offers non‑discretionary advisory services to other investment advisers. Its client base includes individual and high‑net‑worth investors as well as charitable organizations. The firm develops individualized investment policy statements and manages model and custom portfolios using a mix of fundamental and quantitative analysis aimed at long‑term, high‑conviction allocations to global listed equities. AlphasFuture performs ongoing monitoring and rebalancing and conducts periodic reviews to ensure client objectives and risk tolerances remain aligned. What is distinctive for a firm of this size is that the principal holds a 50% ownership interest in, and serves as managing member and chief investment officer of, another registered adviser (95 Impact Partners LLC), an arrangement that consumes a substantial portion of the principal’s time and accompanies the firm’s advisory work for other advisers. The firm’s work with charitable organizations and its disclosed potential use of short‑term margin for unsettled transactions are further operational features that are less common among independent solo‑advisor firms.
To learn more about the advisors currently working at AlphasFuture LLC, 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 |
|---|---|---|
Edina, MN
| 7
|
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