Our goal is to improve the outcome for the individual investor.
We partner with financial advisors to combine high quality financial planning with our institutionalized approach to investment management and portfolio construction.
We also work with institutional partners as a consultant search service. We are more than an RFP service - we work with our clients to find the best investment consulting or outsourced CIO relationship to meet each client's diverse needs.”
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As an independently owned investment advisory firm with an eleven-year history,
Alpha Capital seeks to provide unbiased advice in all cases, whether directly to financial advisors or to our institutional partners. Learn more about our services: |
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Our principals, Brad Alford and Anna Dunn Tabke, are CFA charterholders with long experience managing money for institutions. As CFA charterholders, Brad and Anna are committed to the highest standards of ethical and professional conduct.
Learn more about our principals. |
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Recent News Features Research: OCIO: Not a Silver Bullet, 2017 Consultant Searches Skyrocket in 2017 Advisor Alpha: Revenue Growth Through Time Management, 2017 Press: Bloomberg, August 10, 2017 Fund Fire, July 27, 2017 PR Log, July 26, 2017 Advisor News, July 20, 2017 Fund Fire, July 13, 2017 Fund Fire, June 30, 2017 Hedge Fund Alert, May 17, 2017 The Street, March 21, 2017 U.S. News & World Report, January 18, 2017 The Street, January 6, 2017 |
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