Our Difference

“The problem that I saw was that advisors didn’t know how to trade or were told that is was impossible to add value. And so they didn’t bother. They just wanted to manage people and passively take fees out. And I saw that as a horrendous travesty. If I was going to manage money, I was going to do it in a way that was going to add value or alpha to those accounts.”

Chase Thomas CERTIFIED FINANCIAL PLANNER CFP® 

Alpha

Alpha is out performance. Emerging funds are considered funds under a certain asset level. Their smaller size presents them many more opportunities to move the needle than giant funds. They can be nimble and opportunistic. “Warren Buffett would the first to tell you his returns were far better when he was small and not the whale he is today. Large asset managers, sophisticated high net worth investors and family offices know this. That’s why they are seeking alpha & that is what our award winning funds provide.”- Harvey Sax Manager and Founder of Alpha Wealth Funds

What We Do

Our services range from financial planning and separately managed accounts to emerging hedge funds, but our dedication to empowering and educating every client is singular. We give our clients results they are proud to share, for example, The Insiders Fund was the 4th best performing long short equity fund in the world during 2019