Alternative Strategy Integration

Alpha Strategies works with dozens of Registered Investment Advisors around the country helping them integrate alternative investment strategies into their clients’ traditional equity and fixed income portfolios.

With the growing demand by sophisticated investors for access to alternative investments, it is critical for advisors to stay on top of the constantly evolving market landscape and growing trends across the alternative investment space. We believe that in order for investment advisors to continue to grow their book of business they must be willing to offer their accredited/qualified clients a variety of alternative investments/strategies.

Investment Review and Recommendations

Our team of consultants works with investment advisors and private wealth managers to develop a custom framework for managing their clients’ investments over time.

This process includes an in-depth review of their overall investment focus to ensure that each client stays on a consistent path towards achieving their financial goals. Once we help identify the strengths and weaknesses of each client’s portfolio we make recommendations on what asset classes or strategies may help increase the risk/return profile for your clients