Alpha Investment Consulting Group provides investment consulting services. They help clients define investment goals, analyze asset allocation, determine investment strategies, conduct manager searches, and monitor portfolios. Alpha offers both non-discretionary and discretionary consulting services, customizing their approach to each client's needs. They provide quarterly written performance reports and ongoing support.
Assets Under Management$640M
Clients67
Advisors3
Avg. per Client$9.5M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Alpha Investment Consulting Group offers discretionary management based on a percentage of assets, which is negotiable. The specific percentage is not listed in the brochure.
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