Values

Independent

Alpha’s one and only line of business is investment consulting. Our revenue is 100% client based. We have no parent company, subsidiaries, or affiliates. Our role is to help you find the best solutions, not direct you towards products.

Objective

We make decisions with you, not for you. We have an uncompromising commitment to present our clients with information to make the best decisions for their unique needs. We use implication-oriented decision making to work for our client’s best interests. We do not believe in a “one size fits all” approach.

Trusted

For 30 years, Alpha has built its reputation by helping clients meet their fiduciary responsibilities and providing a value-added service of unbiased investment advice. Over 50% of Alpha’s clients have been with the firm for 10 years or more. 36% of our clients have been with us 15 years or longer.