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Our Core Services & Investment Vehicles

While developing a customized financial program, we will walk with you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been artiiculated, we will customize appropriate strategies that align with your vision and objectives. To provide comprehensive solutions, AlphaWealth will incorporate:

  • Tax Management
    Tax Management
  • Investment Management
    Investment Management
  • Retirement Strategies
    Retirement Strategies
  • Estate Conservation
    Estate Conservation
  • Insurance & Annuity Strategies
    Insurance & Annuity Strategies

With changing economic conditions and market swings, we advocate investing sensibly over the long run and
maintaining an adequate level of insurance coverage. We take a holistic approach and will provide you with ample and relevant information as you make decisions, now and in the future.

The investment vehicles used by the advisor team include Mutual Funds, Exchange Traded Funds (ETF’s) and Separately Managed Accounts. The minimum account size is $250K and our client investment portfolios range in size from $250K up to $6M. Our client base is comprised of Corporate Retirement Plans (35%), IRA Accounts (35%), Individual Accounts (20%) and Family Wealth Management Accounts & Trusts (10%).

AlphaWealth Utilizes the Following Asset Classes:

  • US Equity

    US Large Stocks

    US Small Stocks

    Hedged Equity

    Preferred Stock

  • International Equity

    Developed lnt’I

    Large Stocks

    lnt’I Small Stocks

    Emerging Market Stocks

  • Fixed Income

    US Bonds

    Int’l Bonds

    EM Bonds

    High Yield Bonds

    Convertible Bonds

    Money Market/
    Cash Equivalent

    Bank Loans

  • Alternatives

    Long/Short Equity

    Long/Short Credit

    Managed Futures

    Absolute Return

    Merger Arbitrage

    MLPs

  • Real Assets

    US Real Estate

    lnt’I Real Estate

    REITs

    Commodities

    TIPs

Asset Allocation Recommendations
AlphaWealth will recommend a dynamic target allocation to each asset class as well as an allocation within each asset class. Based on your unique plan we will recommend a customized allocation strategy that addresses your criteria for capital preservation and growth, income and risk tolerance. Not all asset classes are utilized in the construction of
all portfolios.

Other Client Solutions We Offer

Client Services

  1. Investment analysis and planning
  2. IRA rollovers
  3. Legacy and estate planning
  4. Business succession planning
  5. Comprehensive insurance reviews
  6. Comprehensive financial plans for individuals, families, business owners and retirees
  7. Analysis of executive benefit plans
  8. Philanthropic and charitable giving advisory
  9. Development and Administration of Company Retirement Plans
  10. Coordination with Other Professionals (Legal/Accounting)

Our Tiers of Service

Tiers of Service