Aleph Investments, LLC

Aleph Investments manages discretionary portfolios for individual investors and, less commonly for firms of its size, for charitable organizations and small pension clients; the brochure states the firm managed approximately $16.4 million for 26 clients as of February 5, 2026. Services focus on portfolio management across equities, fixed income, a yield-oriented “Necessity Focused Investing” (NFI) balanced strategy, and customized “Flex” accounts that combine those approaches.

The firm follows strategies developed and used by its principal, applying fundamental analysis for equities and a “only take risks we are paid to take” philosophy for fixed income, with an option to build laddered individual-bond portfolios for larger fixed-income accounts. Aleph describes hedged equity options (including short sales and options for clients requesting hedged versions), allows client-imposed ethical restrictions, and aggregates trades pro rata so clients and the principal receive the same execution.

Compared with many independent advisers, the brochure highlights several less-common features: Aleph discloses that it advertises performance results and that it serves charitable and small institutional clients in addition to individuals. The principal’s background (CFA charter and prior actuarial credentials), the firm’s use of a low-cost electronic custodian (Interactive Brokers), its daily-fee billing option, and a documented business-continuity plan that has been tested are also noted as distinguishing operational details.