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 Platform of Charles Schwab which is the custodian of your assets and investments. By assigning our firm a Limited Power of Attorney, you allow us to monitor and execute our customized trading and allocation 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
We regularly meet or call our clients to discuss portfolio returns or other issues that may develop.