AlphasFuture LLC

AlphasFuture provides discretionary investment management and recommends separately managed account platforms for individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and charitable organizations; it also offers non‑discretionary advisory services to other investment advisers. Services include ongoing rebalancing, continuous monitoring, model portfolios, and customized investment policy statements tailored to each client’s goals and risk tolerance.

The firm employs a disciplined, long‑term, active, high‑conviction approach that blends quantitative and fundamental analysis to construct portfolios primarily composed of global listed equities. Portfolios are managed with individualized policy statements and continuous oversight, and the firm may at times use short‑term margin borrowings for settlement purposes, which introduces leverage‑related risk.

Distinctive features include an affiliation with another registered investment adviser: the firm’s principal holds a 50% ownership interest in a separate adviser and allocates roughly half of her time to that business, and the firm accepts charitable organizations as clients—both of which are uncommon among independent, single‑advisor firms. AlphasFuture also provides advisory services directly to other advisers, a business arrangement that differentiates its client mix and service offerings from many small independent asset managers.