Our Clients
Our clientele base consists primarily of high net worth individuals, trusts and retirees. Our minimum account at this time is $500,000 however we base our decision to work with a client on the complexity of their financial life, their attitude and values. We abide by the strictest of ethics and expect our clients to do the same.

Confidentiality
Keeping with the professional code of the Certified Financial Planner Board of Standards and the fiduciary capacity by which we are held as registered investment advisors, all client information is kept in the strictest confidence and may only be disclosed by court order.

Clients' accounts are held either at Schwab Institutional or Fidelity Institutional where only the client has unlimited access to their funds. Alpha manages assets based on the principles of Modern Portfolio Theory. Annual fees are paid quarterly directly from accounts. Client portfolio reviews occur at a client's desired time table with any special matters handled punctually at the time of request. The arrangements above are used by the most discerning clients and firms and are endorsed by most consumer and advocate groups. Client references are available upon request.