Advisor at Systematic Alpha Investments, LLC
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Firm
Systematic Alpha Investments, LLC
Location
Princeton, NJ 08540
Credentials
CFA®, Series 63, Series 65
Industry experience
13 years
Stephen Evans is a CFA® charterholder with 13 years of industry experience. He is the principal advisor at Systematic Alpha Investments, LLC, where he has worked since 2018. His prior experience includes roles at Advisory Research, Inc. and UST Company/UST Securities. Systematic Alpha Investments, LLC serves high net worth individual clients through discretionary investment management using proprietary quantitative and algorithmic strategies. The firm focuses on individual equities and employs a primarily quantitative investment process that includes portfolio optimization and tactical strategies such as long, short, and options trading.
Based on Systematic Alpha Investments, LLC
Generally a fixed fee negotiated based on assets under management, complexity, and client factors; no specific fixed fee amount provided.
36 Mercer Street
Princeton, NJ 08540
New Jersey
Systematic Alpha Investments, LLC
2018 - Present (8 years)
Advisory Research, Inc.
2017 - 2018 (1 year)
UST Company
2004 - 2017 (13 years)
UST Securities
2004 - 2017 (13 years)
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Series 63, Series 65
Princeton, NJ
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Series 63, Series 66
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