.: Welcome to Alpha Asset Management
Alpha Asset Management is an independent, fee-only professional investment advisory firm based in Yorba Linda, California. We manage assets for individuals and institutions.
We specialize in investing in exchange-traded funds (ETFs) and custody our client assets at Fidelity. Our compensation is solely derived from asset-based fees, aligning our interest with the growth of your portfolio.
Copyright (c) 2010 | Alpha Asset Management | All Rights Reserved
.: We differentiate ourselves through
Experience
Our investment management team brings institutional style investment management experience to our individual clients
Service
We are committed to providing the highest quality service to our clients.
Performance
Our goal is to outperform the broader markets on a risk-adjusted basis
Independence
Our investment decisions are not clouded by Wall Street opinions and conflicts of interest
Discipline
We follow an investment discipline that emphasizes protection of your assets based on your risk profile.
Innovation
We invest in exchange-traded funds (ETFs) which are less volatile than individual stocks and cheaper and more tax-efficient than mutual funds using our time-tested proprietary process
.: Private Portfolio Management for Individual Investors
Separate account money management and global investing.
Dynamic portfolio management strategies.
Customized service and low fees.
