Who We Are
Why Alpha Squared Capital?
- Fiduciary: We are held to the highest level within the financial industry, with a legal responsibility to place our clients’ interests ahead of our own.
- Fee-Only: The only way we receive compensation is an easy-to-understand fee paid by our clients.
- Regular Communication: You will always be in the know of how we plan to grow and protect the assets you’ve worked so hard for.
- Proprietary Research: Our academia and data-driven investment research takes the emotion and speculation out of investing by providing the systematic framework necessary.
- Custom-Tailored Solutions: Our portfolios and services are individually unique to each clients’ objectives.
After seeing an opportunity in the marketplace to provide individuals and institutions with unrivaled asset management and wealth management experience, Alpha Squared Capital (ASC) was born as an Independent Registered Investment Advisory. With a mission to deliver alpha on client assets, ASC differentiates itself by conducting all research in house. By sitting on the same side of the table, much like a lawyer would, Alpha Squared Capital and our clients’ interests are completely aligned as fee-only fiduciaries. From the beginning, our focus has been on our clients, meaning we are not only in regular communication with clients, but they’re also more than another number for us. Using this same thought process, we created a variety of services to provide custom-tailored solutions across the entire spectrum of our clients’ financial affairs. With all these ideas in place, the ASC team comprises of Investment Advisors, Portfolio Managers, Research Analysts, and a well-respected Board of Directors.
Be Distinct We will put in the tireless hours of research to identify the opportunities in the market to deliver superior risk-adjusted returns.
Earn Trust with Every Action We will do what we say we are going to do and communicate regularly with our clients.
Deliver Value We will hire and develop our team to provide an experience and returns that exceed our client’s expectations.
Be Humble We will treat each client with the utmost respect and attention to their financial future regardless of their current asset level.
Produce Shared Success We will work with clients so that they can achieve their financial goals.
Excellence We will strive for nothing less.
“Our main goal is to deliver alpha within our clients’ 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.