Our Investment Management Process

1) We learn about you and what is important to you. We develop an individual investment profile based on your particular time horizon and your overall comfort with relative investment risk;

Alpha Financial Investment Policy Questionnaire

2) We recommend a personalized asset allocation policy based on your goals. Our objective is to maximize your returns in line with your risk tolerance;

3) We implement an asset allocation policy by investing in a diversified portfolio of no-load mutual funds, individual stocks, bonds (both taxable and tax-free), certificates of deposit and other investments;

4) We carefully monitor the return and the risk of each investment in your portfolio, making sure that each one continues to serve your overall investment profile. As necessary, we recommend rebalancing or repositioning of your assets;

5) We keep you informed with quarterly performance reports and updates any time the markets require some extra communications. 

At Alpha Financial Advisors, we do not offer pre-packaged investment plans, no “one plan fits all” approach for our clients.  Our comprehensive analysis of your current financial world helps us analyze your investment needs. 

Each step of our process builds a more thorough understanding of your investment philosophy and financial needs.  Our recommendations are tailored to meet the needs of each individual client.