ABOUT US
Alpha Solutions Investment Advisors is a Registered Investment Advisor (“RIA”), we are a Fee Only firm which means we do not solicit or accept commissions or other compensation for the purchase, holding or sale of securities for our clients’. This eliminates the possibility of a conflict of interest in selecting which investments/securities we determine are best for each of our individual clients. We custom design and structure diversified portfolios of primarily direct equities/stocks, with some exchange traded funds (ETFs) for each of our clients taking into account their individual risk tolerances and investment goals. We avoid recommending or incorporating any mutual funds as we believe most underperform the market because of the normal sales costs/loads, layered fees and tax disadvantages. We are active managers of all portfolios that we oversee, constantly monitoring the positions of securities we hold 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 has been an experienced and successful entrepreneur. Since the early 1980’s Anthony has been involved with startup businesses in the fields of consumer electronics, medical devices, telecommunications, advertising and automotive related industries. From 1990 to 1998, Anthony co-founded and served as CFO of Med Tech International, a pioneer in the export of medical devices to the People’s Republic of China. More recently, Anthony co-founded and served as EVP of xtronx, Inc., an outdoor advertising company that manages digital video billboards in Times Square, NYC for CBS Television and Macy’s Department Stores. Anthony attended San Francisco State University and holds a FINRA Series 65 license.
Robert N. Moses, Jr. CFA
Director of Research
Robert is a highly qualified and success driven investment professional. He has served as a senior analyst at BlackRock, Inc, (formerly Merrill Lynch Investment Managers – MLIM) for a product with $9 billion in equity assets. Robert also worked as a research analyst for MLIM’s separate accounts business, where he provided in depth coverage of the healthcare and financial sectors. Before joining MLIM in 1998, Robert spent five years in the Investment Research Department at The Bank of New York where he covered the healthcare and financials sectors. He began his career as a Senior Associate with AMAS Securities, Inc., eventually managing portfolios for high net worth individuals. Robert is a graduate of Carnegie Mellon University where he earned a B.S. in Managerial Economics and was awarded the Chartered Financial Analyst designation in 1998.
Nathalie Botros Lai
Portfolio Manager
Nathalie is a registered investment advisor with a unique and multifaceted background. 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 registration by successfully completing the FINRA Series 65. Having lived across the country, Nathalie grew up in Chicago and has spent the past eight years in San Francisco, gaining a broad perspective that informs her approach to investment advising. Her passion for guiding individuals and families through the complexities of financial planning drives her commitment to delivering thoughtful, strategic advice tailored to each client’s needs. With a foundation of rigorous education and a dedication to excellence, Nathalie brings a professional and personalized touch to every aspect of her work.
Arthur Sam
Chief Operating Officer
Arthur Sam is the Chief Operations Officer at Alpha Solutions Investment Advisors, LLC. He is a seasoned professional with expertise in financial and operations management, competitive analysis, and operational strategy. Over the past 30 years, he has refined his skills across multiple industries, focusing on revenue optimization and business growth. He drives efficiency by overseeing client service systems, implementing technology solutions, and ensuring high-quality service delivery. Currently, Arthur is managing the implementation and maintenance of technology systems that support financial advisors and back-office operations.
Jordan Sam
Project Manager
Jordan is a proactive professional with expertise in data analysis, business optimization, and technical solutions. Since 2019, he has applied his knowledge in programming languages and software tools to projects that blend technical proficiency with strategic decision-making. As a Data and Metrics Lead and Support Specialist, Jordan has driven operational efficiency by developing innovative data collection systems, conducting in-depth analyses, implementing SEO strategies, and designing user interfaces. His experience highlights a strong ability to streamline processes and improve outcomes. Jordan holds a Bachelor of Science in Computer Science with a concentration in Business Applications from the University of California, Riverside.
jordan@asiadvisors.com