Your Investment Partner

Fee only. Fiduciary advisors dedicated to our clients. Powered by academia-based research. Driven to deliver alpha.

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

Individuals

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.

Executives

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.

Entrepreneurs

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.

Our Services

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.

Our Portfolios

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.