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PROCESS

Business Meeting

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.

Asset allocation charts

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.

Guiding and providing insights

Perform Investment Selection

Based on your Investment Profile, we construct your diversified portfolio, taking into account the current and anticipated market conditions.

Managing and trading stocks

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.

A team discussion at a trading room

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.

Reviewing portfolio

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.

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