When we first meet with prospective clients, we ask simple questions, such as:

Currently, who is managing your Investment Strategy? Is it Yourself?

A firm you chose because of some TV commercial?

A firm who told you that you should believe in yourself even though you have no education nor experience in the Investment Management business? (We're not physicians so we'd never dream of operating on ourselves, yet sadly that is analogous to what most individuals do with their capital.)

Some "Financial Advisor" / Salesperson?

Here's a simple question we have prospective clients ask their current advisors:

Ask your "FA" what the short rebate is and why it's important. (Be forewarned, is/her jaw is probably going to hit the floor in stunned disbelief. Then ask us.)

Maybe a better set of questions to ask yourself are:

Does the person or firm you are using right now have anywhere near the historical returns as the advisors at Alpha Investment?

Do you know how to properly evaluate an Investment Advisor?

Do you understand the difference between a Single-Alpha Investment Strategy vs. a Double-Alpha Investment Strategy?

Have you ever even heard of such terms before?

If you've answered "No" to any of the above questions, then don't you owe it to yourself to at least talk with an advisor at Alpha Investment? (And find out what the short rebate is!)

Please take a look at our "Client Advisory Process" and "Becoming a Client" to get a feel for how we work with clients. And then read our white paper on "Discretionary Advisory Benefits vs. Mutual Funds or ETFs". Finally, we would encourage you to read "The Rationale of Investment Advisory Commingled with Investment Management" page where we explain in detail why the Advisor-only model is fundamentally flawed.

After that, if we haven't convinced you of our depth of knowledge on the issues facing you, the client, on both Investment Management and Investment Advisory; then please read, "Why Choose Alpha Investment?" where we document our outstanding long-term investment results. There are two primary wealth building inputs: Labor and Capital. Who's managing your Capital?

Please have an Alpha Investment Advisor contact me.