PROCESS
Determine Investment Profile
We will meet with you to understand and analyze your financial goals, investment objectives, risk tolerances and time horizons. Following these conversations, we'll create and document your personalized Investment Profile.
Develop Asset Allocation
We then will custom design a diversified asset allocation strategy that addresses your needs and goals as outlined in your Investment Profile.
Perform Investment Selection
Based on your Investment Profile, we construct your diversified portfolio, taking into account the current and anticipated market conditions.
Onboarding
Alpha Solutions Investment Advisors does not take custody of any clients’ assets. We manage our clients’ portfolios using the Institutional Platforms of TD Ameritrade and Charles Schwab. Both TD and Schwab safeguard your assets by serving as custodians of your investments. By signing a document giving us Limited Power of Attorney, you allow us to execute our customized trading strategies in your portfolios.
Monitor Portfolio and Refine Strategy
In order to help you understand and evaluate the progress of our investment strategy, we will regularly provide commentary that includes a summary of the overall
market, and specifically outlines your portfolio's value, cash flow, and performance.
Deliver Reporting and Review
In order to help you understand and evaluate the progress of our investment strategy, we will regularly provide commentary that includes a summary of the overall
market, and specifically outlines your portfolio's value, cash flow, and performance.