Founded in 2010, our services include emerging hedge funds, separately managed accounts, financial planning, estate & trust services, private placements and in-house concierge services for high net worth individuals, families and businesses.

Harvey Sax

Partner and Portfolio Manager of The Insiders Fund

Harvey Sax worked in sales and investment banking at Bear Stearns, Paine Webber, and Oppenheimer Co. In addition to his financial acumen, Sax is recognized as a pioneer in the technology field. He started one of the first internet companies in 1994, bringing HomeCom Communications public in 1997 through a fully underwritten offering with Ladenburg Thallman. HomeCom is credited for the first web presence of numerous Fortune 100 companies. Mr. Sax has been managing The Insiders Fund, LP since 2010. Having sat at most seats at the investment table, Mr. Sax’s view is uniquely shaped by his 360 degree perspective.

Mr. Sax holds a B.A. from Emory University and a Masters of Security Analysis and Portfolio Management (MSAPM) Creighton University.

Chase Thomas, CERTIFIED FINANCIAL PLANNER CFP® 

Partner and Portfolio Manager of The Volatility Advantage Fund

Chase’s mission statement:“In order to enable my family and friends to live the life of their dreams, we will use our intellect and steadfastness to create financial freedom as their trusted advisor for life.”

Chase Thomas has been trading stock for the past 20 years. Chase began his career in the financial industry at Fidelity Investments. After three years as a Retirement Relationship Manager, overseeing a half billion of 401(k) assets, Chase achieved his Certified Financial Planner mark and went independent.

A Utah native from Park City and BYU graduate, Chase enjoys skiing, trail running, rock climbing, and the arts with his wife and son.

Russell Kellites

Portfolio Manager of Theta Funds

Prior to managing Theta Funds Mr. Kellites joined Goldman Sachs & Co. as an Associate, then Merrill Lynch where he rose to become a Vice President.  Most recently he headed the United States Structured Products effort for ING Barings managing a portfolio in excess of $500mm, he headed the Structured Finance effort for Global Capital Finance, an international investment banking boutique previously part of the structured asset-based finance group of Credit Suisse First Boston, and he headed the Northern Hemisphere Structured Finance effort for Australia New Zealand Investment Bank managing a portfolio in excess of $1B.

Mr. Kellites attended Columbia University where he received his BS, Computer Science, Cum Laude, with a focus on Artificial Intelligence.  He then continued his education at Columbia where he earned his MBA with a focus on Finance and Accounting.

Michael Torrence

Investment Advisor Representative – Your Fiduciary Financial Planning & Investment Advocate

Michael was born and raised in Ohio and attended The Ohio State University. After College he commissioned as a 2ndLt in the United States Marine Corps. He attended his initial training in Quantico Virginia, and then graduated at the top of his Primary Aviator Class and was selected for the Strike (Jet) Platform.

Michael wanted a new challenge after flying and chose to pursue the world of finance and investments. He searched for a company that had the morals and integrity he was accustomed to and chose Alpha Wealth Funds. They obtained the level of character he looks for and offered the rare chance to work hand in hand with three top professionals in the industry. He’s currently being mentored by the firm partners while pursuing the CERTIFIED FINANCIAL PLANNER CFP:registered: designation on top of his licenses.

He’s now a resident of Bountiful, UT and our Client Advisor Advocate. Michael Provides an extra layer of Fiduciary Responsibility and someone for our clients to always ask questions and voice concerns too. He enjoys helping people and relieving the stress that most have when it comes to finance and retirement.

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Interactive Brokers

877-442-2757
2 Pickwick Plaza, Greenwich, CT 06830

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