Strategies and Performance

       Fact Sheets, Brochures and Performance Reports are updated as of March 31, 2017.

Using separately managed accounts, Alpha offers several strategies with varying degrees of risk for individual investors, IRA accounts and retirement plans. Click on the links below to view the brochures and most recent quarterly performance.

Our strategies use index funds and/or ETFs as the investment vehicle. We use various custodians, tax-deferred variable annuity companies, and investment platforms to actively manage our strategies. Please go to the Financial Professionals page for a complete list.


Alpha Bonds Strategy
A strategy 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 Performance History (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".

The hypothetical performance (January 1, 2000 to December 31, 2009) of the Alpha Mid-Cap Power Index Managed Account model has been examined by an independent accounting firm. Click the link to the right to view the examination report.

The performance record (January 2010 to present) of the Alpha Mid-Cap Power Index Managed Account strategy is examined by an independent accounting firm. Click the link to the right to view the most recent quarterly performance examination report.

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 Performance History (provides historical performance)


Alpha Mid-Cap Power Index MA Hypothetical Performance Examination Report





Alpha Mid-Cap Power Index MA Performance Examination Report

Alpha Multi-Income Strategy*
A strategy that seeks to generate income from a variety of sources, achieve strong capital appreciation during stock market advances, and reduce stock market related exposure and portfolio risk during extended stock market declines.

*Only available at Trust Company of America.
Alpha Multi-Income Strategy Fact Sheet (provides a quick overview of strategy)
Alpha Multi-Income Strategy Brochure (provides detailed information about strategy)
Alpha Multi-Income Strategy Performance History (provides historical performance)

Alpha Seasonal Strategy
A strategy 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 Performance History (provides historical performance)

The FormulaTM
An asset allocation strategy 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 Performance History (provides historical performance)