Harvey Sax

Founder and Portfolio Manager of Alpha Low Volatility

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 Alpha Low Volatility

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.

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