Alpha Strategies Investment Consulting is a registered investment advisor headquartered in Ladera Ranch, California, founded by Jay Rogers in 2008. The firm provides specialized investment consulting, manager selection, and due diligence to affluent families, family offices, and institutional investors like pension funds, endowments, and foundations. Alpha Strategies also offers discretionary investment management to private investment funds and ultra-high-net-worth individual investors, focusing on asset allocation across both traditional and alternative asset classes. Additionally, the firm provides expert witness and litigation support services to legal counsel on securities industry disputes and practices. Alpha Strategies emphasizes a conservative, long-term approach utilizing thorough research to help clients navigate complex investment relationships and manager oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250.0M | 1.00% |
| $250.0M - $500.0M | 0.75% |
| $500M+ | 0.50% |
Fees may be negotiable depending on the nature and complexity of each client's circumstances. Alternative-based portfolios are charged based on strategy complexity.