Capital Market Strategies, LLC, D/B/A Alpha Fiduciary Wealth Management (Alpha) is a Registered Investment Advisor providing fee-based investment management services. Alpha Fiduciary Wealth Management is registered with the Securties and Exchange Commission and the State of Florida. Our primary office is located at Palm Beach Gardens, Florida. 

Alpha Fiduciary Wealth Management provides investment advice only. Please consult your lawyer or professional tax advisor for detailed legal and tax advice.

We do not provide and we do not offer to provide personalized investment advice over the Internet. This web site is limited to providing you with general information about our services and to providing a way for you to contact us.

This web site is a solicitation for investment advisory services only in those states in which Alpha Fiduciary Wealth Management is registered or for which Alpha Fiduciary Wealth Management  is excluded or exempt from registering. Please contact us at (561) 207-6399 for specific state registration information.

Investment advisory services will only be rendered after all of the following conditions are met: (1) We have delivered to you Part II and Schedule F of our Form ADV. (2) We have executed an investment management agreement between you and Alpha Fiduciary Wealth Management.

The information in this web site is based on data gathered from sources that we believe are reliable. However, we do not guarantee the accuracy or completeness of this information. This information should not be used as the primary basis for investment decisions, nor is it advice meeting the specific investment needs of any investor.

Alpha Fiduciary Wealth Management may provide advice on securities and other financial products that are not guaranteed by the U.S. government or any of its agencies, including the FDIC. Securities may lose value. All securities will be purchased through a registered broker/dealer.

Mutual funds are sold by prospectus only. Please read the prospectus before investing in any mutual fund.

All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance would continue in the future.  Past performance is not an indicator nor a guarantee of future results.

Alpha Fiduciary Wealth Management Compliance Contact: Ms. Joanne Robin, 11025 RCA Center Drive, Palm Beach Gardens, Florida 33410. 561-207-6399

PRIVACY NOTICE

April, 2008

Alpha Fiduciary Wealth Management (Alpha) is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in confidence. We consider it a privilege to work with our clients to help them meet their financial needs. We recognize that this is a privilege that comes with the responsibility of maintaining the confidentiality of the personal information that is shared with us. Our commitment to security and privacy is backed by industry-leading encryption, authentication, and network integrity technologies, and is maintained and upgraded on an ongoing basis. We utilize the services of an independent shredding company who shreds paper documents on site. Each Alpha staff member is educated and refreshed on a regular basis with respect to the importance of protecting the integrity and confidentiality of information that is provided to us.

INTERNAL USE OF INFORMATION

To conduct regular business, we may collect nonpublic personal information from sources such as: information reported by our clients on applications or other forms they provide to us; or information about their transactions with other affiliates. Alpha uses nonpublic information solely to service our client accounts. Alpha does not disclose any nonpublic personal information about our clients, or former clients to anyone, except as permitted and/or required by law. Client information at Alpha is made available to employees on a need-to-know basis. Alpha employees and contractors are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination together with such other actions as may be permitted under color of law.

NON-AFFILIATED THIRD PARTIES

At times, we may disclose nonpublic personal information to nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about our client to the following types of non-affiliated third parties: Fidelity Institutional Wealth Services, Black Diamond Performance Reporting and other money management institutions, in order to maintain our client’s accounts. We will provide information to other financial service providers such as mortgage brokers, insurance companies, banks, attorneys, accountants, and actuary firms, only with a client’s written or verbal prior authorization. At times service providers that assist us with information systems management, account reconciliation and report production services, and secure document destruction, retention, and storage to facilitate our normal business operations may have access to such information and they are required to certify that they will not share nor disseminate such information to others.

COOKIES

We hope you enjoy your visit at our website and we hope that you come back frequently. Alpha does not and will not use, collect, or store Internet cookies during your visit to the Alpha website.

Additional Information about our Privacy Policy can be obtained by contacting info@alphafwm.com.