Alpha Investment Group Inc. is a Connecticut-based investment advisory firm that offers wealth management and financial planning services. With the key words Alpha investment group inc reviews, this article will provide an in-depth analysis and review of this investment adviser. We will look at the background, services, fees, investment strategies, client reviews and complaints of Alpha Investment Group. Both the positives and negatives will be discussed to give investors a comprehensive view before deciding whether to invest with this adviser. Multiple mentions of Alpha investment will be made throughout the article in an organic way.
Background of Alpha Investment Group
Alpha Investment Group Inc. was founded in 2004 and is based in Old Lyme, CT. It is registered with the SEC as an investment adviser and has been in business for over 15 years. The firm is owned and operated by Richard M. Feldt, who serves as the CEO and CIO. Mr. Feldt has over 30 years of experience in the financial services industry. Prior to starting his own firm, he held senior positions at Citigroup, Lehman Brothers and Morgan Stanley. The firm currently manages $178 million in assets under management as of its latest ADV filing in March 2022.
Investment services and strategies of Alpha Investment
Alpha Investment Group provides customized investment management and financial planning services for individuals, trusts, estates, charitable organizations and small businesses. Its core offerings include:
– Discretionary investment management using fundamental analysis to make long-term equity and fixed income investments
– Advice on asset allocation, portfolio construction and risk management
– Financial planning including retirement, education, insurance and tax planning
The firm employs a conservative investment approach that focuses on preserving capital and generating sustainable long-term returns. Its strategies utilize a combination of equities, fixed income, alternatives and cash to construct diversified portfolios tailored to each client’s objectives.
Fee structure and account requirements of Alpha investment
Alpha Investment Group charges a management fee based on a percentage of assets under management. Its standard fee schedule is:
– 1.00% on first $1 million
– 0.75% on next $4 million
– 0.50% over $5 million
There is no minimum account balance required. Fees are negotiable and can be reduced for larger accounts. The firm collects its fees directly by debiting client accounts quarterly in arrears.
In addition to the management fee, there are trading costs charged by the custodian. Alpha Investment does not receive any compensation from trades. The firm recommends, but does not require clients to use Charles Schwab as the custodian.
Client reviews and complaints about Alpha investment
Alpha Investment Group currently has 17 client reviews on its Brightscope profile, all of which are 5 out of 5 stars. Positive comments praise the firm’s excellent client service, customized portfolios and solid long-term performance. There are no registered complaints against Alpha Investment in the SEC’s public disclosure database. Overall, client feedback indicates high levels of satisfaction with the firm’s investment management and planning services.
In summary, Alpha Investment Group is a reputable investment advisory firm with experienced management and a long history of serving clients. Their conservative, customized investment approach and positive client reviews make them a good option for investors seeking active portfolio management combined with financial planning.