Transparency . Experience . Integrity
WHAT IS ALPHA?
Alpha is an independent California-registered Investment Advisor dedicated to providing institutional investment management for individuals and families. We work to combine the best of two worlds:
the large academically oriented research and trading group; and
the knowledgeable investment boutique that applies the best of the current investment art and science to our client's investment portfolios.
WHO IS ALPHA?
Alpha's people are highly experienced and seasoned professionals with advanced degrees and professional licenses dedicated to providing the best investment management services possible.
Alpha's mission is to manage with:
no conflict of interest — We only have one revenue stream and that is the management fee that we receive from you as a client. We do not create, manage or utilize any internally generated type investment vehicles.
focused mission — Our only job is to manage assets effectively and efficiently. We do not rely on ancillary business lines to support our core mission.
speed & flexibility — We are able to pivot should we deem it necessary as our size allows us to make thoughtful decisions quickly and with a minimum of organizational bureaucracy.