A complete list of active advisors currently associated with AlphaTrust Advisors
Warmer can help you find a great advisor at AlphaTrust Advisors or one who fits your needs even better.
AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates and businesses, managing client assets on a percentage-of-AUM basis and using model portfolios. The firm describes ongoing portfolio supervision, retirement-account advice, and occasional referrals to outside specialists as part of its service offering. Investment decisions combine fundamental, technical and quantitative analysis and the firm primarily implements portfolios with ETFs, individual stocks, bonds and low‑cost mutual funds, while retaining the option to use options and alternative investments. The firm supplements its research and risk monitoring with third‑party artificial‑intelligence tools used as decision support and relies on model portfolios for portfolio construction with a generally long‑term focus. Notable distinctions include formal affiliations with both an accounting/tax practice and an insurance agency, and senior firm personnel who also lead those affiliated businesses, which creates potential for cross‑referrals and commission‑based insurance sales in addition to advisory fees. The firm is a recently formed, small advisory team overseeing roughly $113 million for about 50 clients and offers wealth‑planning work on hourly, project, or subscription bases—features that set it apart from many peers.
To learn more about the advisors currently working at AlphaTrust Advisors, 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 |
|---|---|---|
Phoenix, AZ
| 23
| |
Phoenix, AZ
| 9
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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