ABOUT US
Alpha Solutions Investment Advisors, a Registered Investment Advisor (RIA), operates as a Fee-Only firm, ensuring we never accept commissions or compensation tied to securities transactions, thereby eliminating conflicts of interest in selecting investments best suited for each client.
We design diversified portfolios tailored to individual risk tolerances and investment goals, primarily using direct equities and select ETFs, while avoiding mutual funds due to their higher costs, tax disadvantages, and consistent underperformance.
As active managers, we diligently oversee all portfolios, constantly monitoring holdings while relentlessly searching, analyzing, and examining new or changing investment opportunities.
OUR TEAM
Our dedicated team and our solid commitment to clients are at the core of the success of our business and portfolio returns.
Anthony Sam
Chief Executive Officer
Anthony Sam, a seasoned entrepreneur with over four decades of leadership experience, leads Alpha Solutions Investment Advisors as its Chief Executive Officer. Since the 1980s, he has been instrumental in launching and scaling startups across diverse sectors, including consumer electronics, medical devices, telecommunications, advertising, and automotive industries, giving him a specialized perspective on market dynamics and a deep understanding of the fundamentals of business success. From 1990 to 1998, he co-founded and served as CFO of Med Tech International, a trailblazer in exporting medical devices to the People’s Republic of China. More recently, he co-founded xtronx, Inc., an outdoor advertising firm, where he served as Executive Vice President, overseeing digital video billboards in New York City’s Times Square for clients such as CBS Television and Macy’s. Anthony’s extensive business proficiency enables him to identify resilient investment opportunities and guide the firm’s strategies with clarity, ensuring portfolios are built on a foundation of sound fundamentals. He holds a FINRA Series 65 license and attended San Francisco State University, bringing unparalleled expertise to the firm’s mission of delivering exceptional, client-focused investment solutions.
Robert N. Moses, Jr. CFA
Director of Research
Robert Moses, a distinguished investment professional with a proven track record, contributes extensive analytical acumen to Alpha Solutions Investment Advisors. He held the position of Senior Analyst at BlackRock, Inc. (formerly Merrill Lynch Investment Managers – MLIM), managing a product with $9 billion in equity assets, and served as a Research Analyst for MLIM’s separate accounts business, providing comprehensive analysis of the healthcare and financial sectors. Prior to joining MLIM in 1998, Robert spent five years in The Bank of New York’s Investment Research Department, specializing in the same sectors. He launched his career at AMAS Securities, Inc. as a Senior Associate, later overseeing portfolios for high-net-worth clients, refining his ability to craft tailored investment approaches. Robert earned a B.S. in Managerial Economics from Carnegie Mellon University and received his Chartered Financial Analyst (CFA) designation in 1998. His profound sector expertise and analytical accuracy bolster the firm’s dedication to providing exceptional, client-oriented investment strategies.
Nathalie Botros Lai
Portfolio Manager
Nathalie Lai, a registered investment advisor with a dynamic and multifaceted background, brings an innovative perspective to Alpha Solutions Investment Advisors. She holds a Bachelor of Science degree with a minor in Pre-Law from the University of the Pacific, a Doctorate of Dental Surgery from the University of the Pacific Dugoni School of Dentistry, and earned her FINRA Series 65 license, establishing a versatile foundation for her financial advisory career. Before transitioning to investment advising, Nathalie honed her client relationship skills in dentistry, where she developed a meticulous attention to detail and a deep understanding of personalized care—qualities she now applies to crafting tailored financial strategies. Since earning her Series 65 license, she has worked closely with clients to build customized portfolios, leveraging her analytical skills to assess risk and opportunity with precision. Her commitment to empowering individuals and families to achieve their financial aspirations drives her to deliver strategic, client-focused solutions. With a robust educational background and an unwavering dedication to excellence, Nathalie combines her multidisciplinary proficiency with a fresh, forward-thinking approach, enhancing the firm’s mission to achieve outstanding outcomes for its clients.
Arthur Sam
Chief Operating Officer
Arthur Sam, an accomplished operations leader with over 30 years of experience, serves as the Chief Operating Officer at Alpha Solutions Investment Advisors, steering the firm’s operational and technological framework. Throughout his career, he has cultivated a notable proficiency in financial and operations management, competitive analysis, and operational strategy, driving revenue optimization and sustainable growth across diverse industries. Arthur has led transformative initiatives in multiple sectors, including implementing scalable systems that enhanced operational efficiency, ensuring seamless service delivery and business expansion. At Alpha Solutions, he oversees client service systems, spearheads the adoption of cutting-edge technology solutions, and ensures the delivery of high-quality, client-focused support. Currently, Arthur is directing the implementation and ongoing maintenance of advanced technology systems that empower financial advisors and streamline back-office operations, enabling the firm to provide effective, client-oriented investment services.
Jordan Sam
Portfolio Manager
As a Portfolio Manager, Jordan Sam applies his technical skills to enhance investment strategies and client outcomes. Since 2019, he has led projects blending pioneering solutions with pragmatic decisions, driving business improvements. As a Data and Metrics Lead, Jordan developed advanced data systems to improve client reporting, conducted perceptive analyses, implemented SEO strategies, and designed intuitive interfaces to strengthen advisor-client interactions. His expertise in coding streamlines workflows and boosts data-driven decisions, elevating client service quality. Jordan’s influential contributions support advisors in delivering impactful, client-focused strategies. He holds a B.S. in Computer Science with a Business Applications focus from the University of California, Riverside. As a registered investment advisor, Jordan earned his Series 65 license through the FINRA exam, enabling him to provide fiduciary-level advice and ensure clients’ best interests are prioritized in every financial decision. His noteworthy technical proficiency bolsters the firm’s commitment to superior client outcomes.
jordan@asiadvisors.com