Red Triangle, LLC

Alphavest, a division of Red Triangle LLC, provides investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm primarily serves non‑high‑net‑worth individual clients through a proprietary, primarily online investment management program alongside a full‑service option that integrates ongoing financial planning.

Alphavest uses a guided Risk and Time Horizon Questionnaire to place clients into one of several discretionary model portfolios (including capital preservation, balanced and aggressive growth models) and also offers a customized "Liberated Investor" approach; portfolios are constructed from ETFs, mutual funds, closed‑end funds, individual stocks and, occasionally, third‑party managers. The firm describes an active, diversification‑focused process that reallocates among asset classes and provides periodic rebalancing and client reporting, while leaving tax and legal coordination to the client’s other professionals.

What is atypical for a supported firm is its client mix and delivery: Alphavest does not serve high‑net‑worth individuals and relies heavily on a web‑driven onboarding and model‑selection workflow operated by a small, two‑advisor team with roughly $61 million in discretionary AUM. The firm operates on a fee‑only basis (no commissions), uses third‑party custodians for execution and custody, and leaves proxy voting decisions to clients rather than voting securities on their behalf.