Asset / Wealth Management
Backed by proprietary, data-driven and academia-based research, our investment process provides a systematic method to invest client assets. Our primary goal is to deliver alpha on client assets in both the Flagship and Sector Overweight Growth portfolios. By analyzing your risk tolerance and investment objectives, we can assess which portfolio or combination of portfolios is right for you. While investment portfolios alone may not provide the framework needed to reach your financial goals, the combination of your asset management and financial planning can help you live out the retirement you earned. By establishing a clear picture of your current financial situation, we will begin with assessing your current assets and liabilities. Next, we will craft the financial plan that works best for your objectives. As you progress through life, we will also be there every step of the way answering questions on RMDs, social security, pensions, employee stock options, estate planning and multi-generational wealth transfers.
Business Retirement Plan
As a business owner, offering a 401(k) plan at your company is beneficial for employee retention and financial well-being. Alpha Squared Capital helps improve owner and employee retirement readiness by offering customized 401(k) solutions to fit your business needs. By offering a simple transition process, independent third-party administrators, one-on-one educational meetings, customizable low-cost investment line-ups, and best in class technology, we provide premier retirement plan solutions. With the ability to act in a 3(21) or 3(38) Investment Manager capacity, Alpha Squared Capital can help reduce your legal liabilities and regulatory risks by sharing the fiduciary responsibility. Download a free copy of our Business retirement Plan eBook to learn why Alpha Squared Capital helps owners and employees prepare for retirement.
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.
Separately Managed Accounts / Charles Schwab
Alpha Squared Capital has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. By using Schwab as primary custodian, Alpha Squared Capital has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
With our unparalleled customer service you will not be alone on your financial journey.
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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.