Only by providing Investment Management can an Investment Advisor provide timely, thoughtful, and hopefully accurate investment advice to the client. The more “out-of-the-loop” the Advisor is from the current Investment Management environment, the weaker the Investment Advisor is in giving the client investment advice. Many firms engage in the separation of the Advisor role from that of an active Management role. Alpha Investment believes that this causes the Advisor to become detached from the investment environment. Advisors that become detached from the current environment end up giving generic investment advice that is of little to no value to the individual client.

While times are good, the client has the false belief that the Advisor has actual insight into the investment process that is instead “a duck in a pond and it’s raining" syndrome. Going up in the world through no effort of one’s self, typically doesn’t provide for moments that lead to wisdom in the decades to come. It is precisely when times turn difficult (another way to describe losses), that the failings of the Advisor become obvious to the client. The client may feel that the Advisor simply doesn’t know enough about the actual investment process of well-performing investments to distinguish such and provide useful advice. It is this precise understanding by the client that leads them in the direction of an Advisor with actual current investment management experience.

The final analysis layer is then, “Which Advisor do I choose who can actually manage my Capital in a manner that generates out-performance Wealth Building rather than same-performance Wealth Treading?” Within the Investment Management world, there are very few individuals who can continually and repetitively select investments that generate returns above any index that the world at large is using to invest its wealth. It is in this precise area which Alpha Investment excels in.

Please have an Alpha Investment Advisor contact me.