Excellence. Integrity. Expertise.
Excellence. Integrity. Expertise.
Sophia is an intern at AlphaNext. She currently attends George Washington University where she studies Organizational Science and Graphic Design.
Sophia's primary responsibility at AlphaNext is to aid in the design and content creation, helping AlphaNext in communicating its core values and investment philosophies. Prior to interning at AlphaNext, Sophia has had multiple marketing internships with a focus on graphic designing, business development, and event planning.
In her spare time, Sophia enjoys dedicating time to her sorority for which she is the Event Chairman, practicing yoga, and honing her photoshop skills.
Philosophy
As part of our investment philosophy, we strive for capital preservation and growth while maintaining a fully diversified portfolio. AlphaNext aims for liquidity, cost reduction, and tax efficiency.
Capital Preservation
& Growth
We aim to create portfolios that are able to endure different market cycles and grow over long-term periods.
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.
Liquidity
We aim to minimize portfolio complexity by maintaining liquid portfolios and making them readily accessible to our clients.
Cost Reduction
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.
Tax Efficiency
We aim to reduce and minimize realized capital gains.