Alpha Fiduciary

Alpha Fiduciary works primarily with high‑net‑worth and individual clients, as well as trusts, estates, charitable organizations and certain pooled investment vehicles, offering discretionary investment management, financial planning, and oversight of “held‑away” retirement accounts. The firm generally manages accounts on a discretionary basis and typically requires an account minimum of $1,000,000.

Investment decisions are driven by an in‑depth discovery process, several internally developed asset‑allocation models and custom portfolios that span equities, fixed income, managed futures and liquid alternatives, with tactical allocation used for defensive or opportunistic positioning. An investment committee meets regularly to review research and market conditions and the firm implements held‑away strategies via a third‑party platform rather than assuming custody of those assets.

Alpha Fiduciary acts as the investment adviser to a registered mutual fund that primarily invests in ETFs and equity index futures and also manages a number of private partnerships and other pooled vehicles that it maintains custody of during their wind‑down—arrangements that are uncommon among similarly sized advisors. These roles (registered fund adviser, use of futures-based strategies, and ongoing custody/management of private partnership interests audited by a PCAOB firm) distinguish its business mix from typical wealth management practices.