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
Founder and the 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. He likes shredding the greatest snow on earth and the S&P 500 based in Park City ,Utah
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.
Mark Kress
Founder and Portfolio Manager of Alpha Diversified
Mark brings decades of portfolio and risk management experience to manage asset allocation and hedge fund portfolios for family offices to maximize risk-adjusted returns.
Since 2013 Mark has consulted with both multi and single-family offices on sourcing alternative investments and portfolio management solutions. In 2018 Mark launched Arden Advisory who manages hedge fund allocations for Family Offices. From 2001-2011 Mark was a Portfolio and Risk Manager for the global team at Guggenheim Investments where he helped manage $1bn in long/short, market neutral, and long-only equity strategies.
Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business and is a Chartered Financial Analyst (CFA).
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.
Jenny Bober, Registered Investment Advisor
Jenny began her career at 16 as an accounting clerk and quickly realized her love and talent for working with numbers. Jenny transitioned into the Financial Industry in 2015 when she accepted a position at Fidelity Investments. Tapping into her love of people and puzzles, she was able to fulfill her deep desire to help others in a way she unable to in the accounting industry. Jenny excelled in sales and financial matters.
She has a Bachelor of Science degree in Business Management and is currently working toward her Certified Financial Planning. A Park City native, Jenny Bober recently moved to Brigham City with her husband and three beautiful children, ages 15, 13 and 4. They love to spend their time traveling, enjoying the outdoors, and playing board games as a family. According to Jenny there is no place on earth better than the beach, and she and her husband look forward to spending their golden years with their toes in the sand.