Programs and Performance

Alpha offers several programs with varying degrees of risk for individual investors, IRA accounts and retirement plans.
Alpha Bonds Strategy
A program designed to provide smooth capital growth and income. 		Alpha Bonds Strategy Fact Sheet (provides a quick overview of strategy)
Alpha Bonds Strategy Brochure (provides detailed information about strategy)
Alpha Bonds Strategy Model Performance (provides historical performance)
Alpha Mid-Cap Power IndexTM Managed Account
An asset allocation strategy which exploits the sixty year pattern of "skewing" market returns into a six to seven month "power zone". 		Alpha Mid-Cap Power Index MA Fact Sheet (provides a quick overview of strategy)
Alpha Mid-Cap Power Index MA Brochure (provides detailed information about strategy)
Alpha Mid-Cap Power Index MA Model Performance (provides historical performance)
Alpha Seasonal Strategy
A program which exploits three, long-term seasonal factors. 		Alpha Seasonal Strategy Fact Sheet (provides a quick overview of strategy)
Alpha Seasonal Strategy Brochure (provides detailed information about strategy)
Alpha Seasonal Strategy Model Performance (provides historical performance)
The FormulaTM
An asset allocation program that seeks to exploit two cyclical forces that profoundly and regularly affect the distribution of stock market returns. 		The Formula Fact Sheet (provides a quick overview of strategy)
The Formula Brochure (provides detailed information about strategy)
The Formula Model Performance (provides historical performance)
E-System Portfolio*
A program designed to exploit the regularities of the four-year presidential election cycle. 		E-System Portfolio Model Performance (provides historical performance)
*Note: This program is no longer available to new investors.