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Our Firm

A RELATIONSHIP WITH VITAL COMMUNICATION

Understanding Your Life’s Visions

Unlike many financial firms, we place our emphasis on connecting with you…understanding what your dreams are.  In order to help you optimize your life, we first need to understand what your life vision is.   Then  we can build the financial engine and strategies that are designed to power the achievement of that vision.  

You’ll Always Know Where You Stand.

To succeed in the achievement of your life Vision, you need to know what’s happening with your money and whether you are closer to meeting your goals.  ALPHA will  handle the details, of course, but you need to know where you stand.  With ALPHA FIDUCIARY WEALTH MANAGEMENT you’ll receive continuous information about your progess toward achieving your dreams. 

  • A Life and Wealth Optimization Plan which tracks your portfolio’s progress against your individual goals.
  • Regular coaching and review sessions with Alpha professionals trained to help you achieve your dreams.
  • A written Investment Policy Statement (IPS) which establishes how your portfolio will be managed by Alpha Fiduciary Wealth Management.
  • 24/7 access to your asset account at Fidelity, our primary custodian.
  • 24/7 access to performance measurement from  Black Diamond Performance Reporting.
  • Quarterly reports comparing your portfolio’s performance to regular market indices and tracking your progess in reaching your Vision.
  • Regular meetings to ensure that your portfolio is on track to help you achieve your optimal life.


ASSET ALLOCATION SUITED TO YOUR NEEDS

Balancing The Tradeoff Between Risk and Reward

Even though we speak in lofty terms about achieving your life vision, we know that the ability to reach many of your dreams is based on what you can afford. 

As financial professionals  we know that the most important investment decision you will make is that of your asset allocation.

The Nobel Prize for Economics was awarded to Harry Markowitz, Merton Miller and William Sharpe in 1990 for their groundbreaking work in Modern Portfolio Theory  (MPT).  MPT focuses on creating portfolios based on their overall risk-reward characteristics instead of selecting securities that each individually have attractive risk-reward characteristics.  By using MPT, ALPHA professionals focus on designing portfolios that have attractive risk-reward characteristics to better reach your goals.  

In applying MPT to your portfolio, ALPHA FIDUCIARY WEALTH MANAGEMENT uses investment analytic software and independently generated research. We recommend a diversified combination of asset classes that match your return expectations coupled with an acceptable level of portfolio volatility.  Then, low-expense investments are selected to implement your investment plan and they are monitored and rebalanced as needed, based upon changes in the economic landscape and the capital markets.

INDEPENDENCE AND SOPHISTICATION

Assurance That Alpha Fiduciary Wealth Management Is On Your Side

ALPHA FIDUCIARY WEALTH MANAGEMENT'S  independence from any large publicly-traded Wall Street firm ensures that your interests always come first.  The achievement of your life's dreams is our Mission.

While we take research from many of the large “sell-side” Wall St. firms, we recognize that such research may be influenced by other activities of those firms, like investment banking and the sale of proprietary investment product. We view this research with a healthy degree of skepticism.

ALPHA FIDUCIARY WEALTH MANAGEMENT enjoys several sources of wholly independent research from companies that don’t have any vested interest in their recommendations. This independence remains aligned, always, with your interests.

ALPHA does not “manufacture” proprietary investment products.  The Alpha professionals are free to scour the investment universe to find you the "best" investment alternatives.  We constantly analyze new as well as “tried and true” investment alternatives with the objective of improving portfolio returns and consistency on a risk adjusted basis.

Alpha Fiduciary Wealth Management's fee structure aligns your interests with your investment advisor.   As Alpha grows your wealth, fees increase.  This ensures that Alpha Fiduciary Wealth Management is on the same side of the table as you, with one objective: to manage your portfolio in a manner that helps you afford and achieve your Life Vision.