Strategies and PerformanceNote: Fact Sheets and Brochures are updated as of March 31, 2020.
Alpha Investment Management offers several investment strategies with varying degrees of risk for conservative investors seeking smooth and consistent growth of capital. Alpha's strategies seek to control market risk by focusing on seasonal factors which have affected the stock market consistently over decades. We use a quantitative and rule-oriented approach which is designed to eliminate subjectivity and emotional reactions to both negative and positive developments in the stock market. Please go to the Philosophy page to learn more about our investment philosophy and methodology.
Our strategies use index funds and/or ETFs as the investment vehicle. We currently offer management of our strategies in separately managed accounts at E*TRADE Advisor Services and as a third-party investment advisor at Nationwide Advisory Solutions utilizing the Jefferson National Monument Advisor low-cost variable annuity. We also manage our strategies as investment models on various TAMPs and UMA investment platforms. Please go to the Financial Professionals page for a complete list.
Alpha Bonds Strategy is designed to provide smooth capital growth and income with some limited equity exposure.
Alpha Bonds Strategy Brochure
Alpha Bonds Strategy Fact Sheet
Alpha Mid-Cap Power Index Managed Account is designed to exploit the pattern of "skewing" market returns into the seven-month "power zone".
Alpha Mid-Cap Power Index MA Brochure
Alpha Mid-Cap Power Index MA Fact Sheet
Alpha Mid-Cap Power Index MA Performance Examination Report: The real performance record (beginning January 2010) of the Alpha Mid-Cap Power Index Managed Account strategy is examined by an independent performance certification firm. Click the link to view the most recent quarterly performance examination report.
Alpha International Power Index Strategy seeks to exploit seasonal trends which have been consistently prevalent for many decades in stock markets around the globe.
Alpha International Power Index Strategy Brochure
Alpha International Power Index Strategy Fact Sheet
Alpha Seasonal Strategy seeks to exploit three, long-term seasonal trends that have historically affected the distribution of stock market returns.
Alpha Seasonal Strategy Brochure
Alpha Seasonal Strategy Fact Sheet
The Formula seeks to exploit two cyclical forces that profoundly and regularly affect the distribution of stock market returns.
The Formula Brochure
The Formula Fact Sheet