Our greatest achievement isn’t a trophy or a headline - it’s helping our clients retire with confidence, build lasting legacies, and plan for multi-generational wealth. While the most meaningful recognition comes from seeing those goals pursued, we’re honored to have been recognized by industry peers for our innovation, integrity, and service.

Awards and recognitions are based on criteria established by the awarding organizations and may not reflect the experience of any individual client. Awards do not imply a certain level of skill or guarantee future investment performance. Past recognition is not indicative of future results.

Alpha Low Volatility Fund

March 2025: #2 in BarclayHedge Option Strategies Category

BarclayHedge performance awards are determined through a quantitative analysis of data in their proprietary databases. Winners are selected based on merit, specifically evaluating performance, risk-adjusted returns, and, in some cases, consistency over a 12-month or multi-year period.

Insiders Fund

March 2025: #2 in BarclayHedge Equity Long/Short Category
January 2021: Top 10 in BarclayHedge Equity Long/Short Category
February 2020: #4 in BarclayHedge Equity Long/Short Category

BarclayHedge performance awards are determined through a quantitative analysis of data in their proprietary databases. Winners are selected based on merit, specifically evaluating performance, risk-adjusted returns, and, in some cases, consistency over a 12-month or multi-year period.

Alpha Wealth Funds

2025, 2021: Voted Best Investment Firm by the Park Record

Best of Park Record awards are a reader's choice award hosted annually by the Park Record in Park City, UT.

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