Separately Managed Accounts

Security and Transparency

A separately managed account is a portfolio of individual securities managed on your behalf by our Certified Financial Professionals. You own the individual securities, which can provide the ownership, control and transparency you deserve while giving us the discretion to act on your behalf as your fiduciary.

Your accounts are not commingled with others and are in your complete control. We’ll work with you to structure the portfolio that realizes your goals and is in line with your risk profile.  

However,  that’s just the beginning. We will meet regularly with you to make certain that we are on track to meet your goals and your expectations. Our Certified Financial Planners will explain to you the fees charged each quarter, the value we added to earn our fees. Lastly we will rebalance the portfolio as needed.


Alpha Wealth Funds Offers 4 Model Portfolios

Aggressive Equity Portfolio is most appropriate for investors who are willing to accept above average volatility in the pursuit of excess market returns.  Cumulative outperformance of 51.2% versus benchmark S&P 500 TR 2013-June 2018.

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Moderate Growth Portfolio is suitable for investors who can accept some level of expected stock market volatility while seeking above average growth. Cumulative outperformance of 35.6% versus benchmark 70% S&P 500 TR  + 30% Barclay Aggregate Bond Index  2013-June 2018.

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Balanced Portfolio is suitable for investors that need growth but want to diminish volatility and stock market exposure. Cumulative outperformance of 27.9% versus  benchmark 50% S&P 500 TR  + 50% Barclay Aggregate Bond Index  2013-June 2018.

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Conservative Portfolio is designed for investors who want positive inflation adjusted returns with a minimum of level of stock market exposure. Cumulative outperformance of 25.1% versus  benchmark 30% S&P 500 TR  + 70% Barclay Aggregate Bond Index  2013-June 2018.

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