Alpha Strategies
Investment consulting firm providing advisory and execution support for alternative investments to family offices, institutional investors, advisors and high-net-worth individuals. Services include investment advisory, portfolio optimization, risk management, manager due diligence, fund design and syndication, outsourced CIO services, tribal finance advisory and expert witness litigation support.
Industries
Nr. of Employees
small (1-50)
Alpha Strategies
Newport Beach, California, United States, North America
Services
Advisory services for institutional and private investors on alternative and traditional asset classes, asset allocation and investment recommendations.
Risk analysis and optimization using a proprietary optimization template to forecast covariance of returns and calculate optimal weightings.
Discretionary portfolio management program that integrates investment management with related banking, real estate, tax and estate planning services.
Comprehensive due diligence combining quantitative metrics, qualitative assessment, background checks and operational verification of service providers.
Support for new manager fund structuring, compliance reporting, exit strategy identification and aggregation of service providers for syndication.
Investor accreditation verification, communications (newsletters), records management and monitoring of investor inquiries and manager reporting.
Advisory services for institutional and private investors on alternative and traditional asset classes, asset allocation and investment recommendations.
Risk analysis and optimization using a proprietary optimization template to forecast covariance of returns and calculate optimal weightings.
Discretionary portfolio management program that integrates investment management with related banking, real estate, tax and estate planning services.
Comprehensive due diligence combining quantitative metrics, qualitative assessment, background checks and operational verification of service providers.
Support for new manager fund structuring, compliance reporting, exit strategy identification and aggregation of service providers for syndication.
Investor accreditation verification, communications (newsletters), records management and monitoring of investor inquiries and manager reporting.
Expertise Areas
- Alternative investment advisory
- Portfolio optimization and allocation modeling
- Manager due diligence and selection
- Fund structuring and syndication
Key Technologies
- Portfolio optimization algorithms
- Proprietary optimization templates
- Quantitative risk models
- Machine learning algorithms for finance
News & Updates
Recipient of the Corporate LiveWire M&A Awards recognizing performance in private investment solutions (award announced June 13, 2016).
Listed awards include International Hedge Fund Awards, Wealth & Finance International and M&A Awards across multiple years recognizing advisory and alternative investment services.
Recipient of the Corporate LiveWire M&A Awards recognizing performance in private investment solutions (award announced June 13, 2016).
Listed awards include International Hedge Fund Awards, Wealth & Finance International and M&A Awards across multiple years recognizing advisory and alternative investment services.