Financial Professionals

Alpha Investment Management works directly with financial professionals who are interested in providing their clients with investment strategies that offer a long-term, systematic approach to risk management and preservation of capital. By working together, we can accomplish the mutual goal of delivering superior long-term results to your clients without the heart-stopping volatility that often accompanies traditional equity investments.

Where to Invest

Alpha manages some or all of its strategies as a sub-investment advisor and/or third-party investment advisor at the following custodian and variable annuity companies:

Please contact Alpha Investment Management at 877-229-9400 for more information about our investment management services.

Some or all of our strategies are available as model portfolios on the following UMA investment platforms:

  • Adhesion Wealth Advisor Solutions
  • Envestnet:   Unified Manager Platform (UMP)
                         TD Ameritrade Institutional UMAX Platform
  • Eqis Capital Management
  • Folio Institutional
  • Fusion Capital Management
  • Mid Atlantic Trust Company - ManagerxChange Managers Platform

Call our office at 877-229-9400 for more information.

Links to Alpha's
Forms and Documents
Please select the applicable kit.

Client Application Kit for TCA by E*TRADE Accounts

Client Application Kit for Nationwide and Security Benefit Accounts

Client Application Kit for Midland National Vector II Accounts

************************

ADV Part 2 Disclosure Brochure

Investment Philosophy

Privacy Notice

Business Continuity Plan Summary

Investment Strategy Change Request Form