We are a registered investment advisor firm located in Los Angeles, CA. Our talented team applies their diverse skills in finance, analytics, economics, tax law, and estate planning in order to build and actively manage outstanding portfolios that are highly diversified, low-cost, tax-efficient very transparent and extremely liquid.
Because we care, we take the time to understand our clients' future needs, expectations, and comfort with volatility, in order to best serve them. As a fiduciary, we are dedicated to putting our clients’ needs ahead of our own. We select investments for quality, net performance, and appropriateness, with no hidden fees, kickbacks, or sales commissions, based purely on what is right for you. Additionally, we perform our own research to ensure it is free from bias.
We are dedicated to understanding capital markets, portfolio construction, and the financial needs of our clients.
Capital Preservation & Growth
We bring together non-correlated assets for optimal diversification.
At AlphaNext, we are firm believers that diversification can help portfolios grow during different, unpredictable market cycles. To that end, we aim to create non-correlated portfolios containing different asset classes, sectors and industries, duration, credit grade, and geographic locations. We know that diversification is the key to successful investing.
We aim to minimize portfolio complexity by maintaining liquid portfolios and making them readily accessible to our clients.
We don't work for the large mutual fund companies, we work for you so we find the most cost effective investment vehicles that let more of the returns flow through to you. Cost savings are a positive return in any market.
We aim to reduce and minimize realized capital gains.
We aim to lend full transparency to our clients by taking our time to explain our processes and the thinking behind our strategies, both as they apply to the capital markets and to our clients' individual needs. By avoiding conflicts of interest, developing our own research, and making available detailed information explaining how assets are selected and portfolios managed, nothing is hidden.
Diligence & Excellence
AlphaNext team members put our clients first, diligently working with them to meet their future horizon goals. Our diverse team provides professional expertise to ensure we do the best we can for our clients. Our excellence comes from our experienced team.
We follow a professional code of ethics developed by the CFA Institute to define a standard of professional conduct that will insure integrity in the capital markets. The CFA code and standards go above and beyond legal requirements and are considered the benchmark standard around the globe.
Make The World a Better Place
We believe that by living everyday true to our values, we can help make the world a better place.