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.