Thank you for considering Alpha Fiduciary your trusted fiduciary advisor. We live in a dynamic, often scary world, so you'll take comfort that our core beliefs and adaptable investment philosophy were designed for the world we live in.
Our experienced and credentialed professionals have personally managed money during the most volatile of times, including the Japanese asset price bubble (ca 1992), the "dot-com" bubble (ca 2000), the U.S. housing/derivatives bubble (ca 2008), and the three bear markets that followed these bubble collapses. We understand that the highest value we can bring to you is an intelligent, adaptable investment philosophy and a careful decision methodology to help you reach your financial goals and keep reactive behaviors in check.
We are a fee-only advisory firm and feel we can best express the above beliefs through a "core/tactical" portfolio approach. Core assets include primarily those which provide ongoing exposure to the basic market trends at a low cost. Tactical assets follow a current theme that may play out to the investor's advantage and may even include a defensive posture in cash. We believe our approach provides a sensible blend between cost efficiency and the quest for higher returns. Our focused and experienced investment committee works hard to ensure that your portfolio continues to reflect your goals in various investment climates.
Most important, however, we take the time to understand the complexities of your total financial picture so that we can tailor your portfolio to your individual circumstances, income/growth needs, and legacy planning goals.
|Firm Start Year:||2006|
|States Licensed in:||AZ|
Qualifications & Memberships
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Compensation Methods:||Flat Fee , Hourly , Based on Assets|
|Additional Details on Charges:||All fees detailed in the Firm Brochure.|
|Minimum Fee Charged for Managed Accounts:||2500|
As a fee-only advisory firm, we guide clients on their best path to accumulating, retaining, and transferring wealth using strategies that are tailored to their unique goals.
We provide straightforward professional advice that aims to enhance quality of life and leads to realistic, sustainable solutions.
We serve as our clients financial advocate and fiduciary, striving to organize and simplify families financial lives in a way that maximizes their enjoyment of their wealth now and in the future.
|Mon.||7:30 AM - 5:00 PM|
|Tue.||7:30 AM - 5:00 PM|
|Wed.||7:30 AM - 5:00 PM|
|Thu.||7:30 AM - 5:00 PM|
|Fri.||7:30 AM - 5:00 PM|
The AdvisoryHQ award was given at the firm level. It recognizes Alpha Fiduciary as a 2017 and 2018 Top Financial Adviser in Phoenix and Scottsdale AZ) (AdvisoryHQ Award). This award was based upon an independent analysis of multiple criteria of the Firm. For specific details about AdvisoryHQs methodology for this recognition, please click on the following link: www.advisoryhq.com/all- topics/#Methodologies. Alpha Fiduciary did not pay or provide any compensation in connection with the AdvisoryHQ award. The AdvisoryHQ award should not be construed as an endorsement of the firms advisory services.
This award was given at the firm level. The Phoenix Business Journal Top Investment Advisor was given based on our responses to a survey and their own ranking methodology based on assets managed locally. For the full report, please see www.bizjournals.com/phoenix. Note that the full report requires a subscription.