Alpha One Asset Management provides investment advice and manages investments for both institutions and high-net-worth individuals. They offer separately managed accounts with various strategies including ETFs, equities, fixed income, and alternative assets. Alpha One also provides sub-advisory services to other investment advisors and manages pooled investment vehicles like private funds. Investment guidelines are customized for each client.
Alpha One Asset Management generally charges a fee based on a percentage of the value of the assets they manage. The specific fee schedule is available upon request and can vary depending on the investment product or strategy. Fees may be negotiable, and higher fees may apply for customized services or if an account's assets are below a minimum level. For alternative investment strategies, Alpha One typically charges asset-based fees. Some clients may also be charged performance-based compensation.