Alpha Concepts provides investment management services using proprietary, quantitatively driven investment strategies. These strategies are based on systematic models that incorporate quantitative, statistical, and behavioral principles. Alpha Concepts does not design individualized investment strategies; instead, clients participate in the same or substantially similar investment methodologies. The firm primarily serves high net worth individuals, institutional investors, corporations, and trusts.
Fee Structure
Alpha Concepts charges a performance-based fee, meaning they only get paid if your investments make money. The fee ranges from 25% to 50% of the increase from the previous quarter's high value. A 25% fee applies to annual returns up to 50%, and a 50% fee applies to returns exceeding 50%. This fee is calculated quarterly, with a final adjustment at year-end.