Your Investment Partner
Welcome to Alpha Squared Capital
Built on Delivering Alpha and Placing Clients First
We believe that by creating a collection of portfolios and services backed by academia-based research, we would consistently outperform benchmarks. By delivering measurable value for our private clients, we attempt to create an unparalleled client experience.
“Our main goal is to deliver alpha within our clients’ portfolios”
Private and Corporate CLients
We work with individuals and families across America to build, manage and preserve wealth. With a focus on Fortune 500 employees – we pride ourselves on knowing the intricacies of company qualified benefit plans to best capitalize on the opportunities provided to our clients.
Our advisors assist executives across numerous industries with their financial well-being, so they are free to focus on what matters most: their careers and personal lives. We are experts on stock options, equity compensation plans, restricted stock planning, and pension planning.
With a focus on private practice professionals, we understand what small to mid-sized companies need to build a stronger financial infrastructure within their companies. Not only do we understand these complex desires, we share the same entrepreneurial vision at Alpha Squared Capital.
From the responsibilities that come with being a fiduciary to the distinct investment objectives our sophisticated investors possess, Alpha Squared Capital understands what our private and corporate clients expect when it comes to their financial affairs.
We offer two proprietarily managed investment portfolios.
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Alpha Squared Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Alpha Squared Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Squared Capital unless a client service agreement is in place.