We advise families of substantial wealth on their investments using a post modern portfolio theory approach. We advise on asset allocation, manager selection and perform due diligence functions for these single family offices. 

As former family office executives we understand the specialized needs of these investors and we provide them with advice, guidance and introductions to other families and institutional investors where co-investments and syndicated private transactions are considered.

Depending on the size of the relationship we will work with in-house staff to provide additional resources or we may act as outsourced CIO to manage a customized portfolio of investment interests.

Alpha also works with sovereign Tribal Nations to create solutions and assist with the unique financial challenges they face. Alpha has made a commitment to our Native American partners to assist them with economic development and project financing. Our approach provides our Tribal partners with an advocate who can access institutional capital on their behalf by structuring financial solutions which are mutually beneficial.

We share the interests of our Tribal Nation partners to diversify their economic base, create jobs, diversify revenue sources, and help them to prudently manage their investable assets. Our goal is to guide our tribal clients towards self-sufficiency and economic independence.

We also provide expert witness services in the areas of investment advisory, securities, traditional and alternative investments including hedge funds, private equity, venture capital and real estate.