OUR PROCESS
Define Your Goals
We begin by meeting with you to thoroughly understand your financial goals, risk tolerance, and time horizon, creating a detailed investment profile that serves as the foundation for your tailored portfolio strategy.
Onboarding
Alpha Solutions Investment Advisors utilizes Charles Schwab, a trusted custodian, to securely manage your assets on their Institutional Platform, ensuring we never take custody of your funds. Through a Limited Power of Attorney, clients authorize our firm to oversee and execute tailored trading and allocation strategies on their behalf.
Designing Your Asset Allocation
Based on your investment profile, we curate a diversified asset allocation strategy that aligns with your financial goals and risk tolerance, ensuring a balanced approach to wealth creation.
Selecting Investments with Precision
Drawing on your investment profile, we construct a diversified portfolio with strategic precision, leveraging in-depth research to select investments that navigate current and anticipated market conditions while avoiding mutual funds due to their higher costs and underperformance.
Monitor and Refine Your Portfolio
We continuously monitor your portfolio, providing regular updates on its value, cash flow, and performance, along with market insights, to ensure your investment strategy remains aligned with your goals and adapts to changing conditions.
Review Your Progress
We maintain an ongoing partnership with clients through regular meetings or calls, discussing portfolio performance and addressing any evolving needs to ensure continued alignment with their financial objectives.
