Arthur Doglione, President

Alpha Fiduciary approaches wealth management from a “portfolio core” perspective. Our ten asset class model portfolio seeks to control risk and capture return as it diversifies beyond just the typical assets classes of stocks, bonds, and cash. We incorporate ten asset classes which have been shown to reduce correlation and provide a more stabilized return. In fact, our portfolios are so effectively diversified that they have produced equity like returns with a risk level equivalent to that of an all bond portfolio.

We have stated that our portfolios are Dynamic, Tactical, Directional, and Opportunistic; by this we mean that while our process strategically incorporates ten asset classes, it actually begins with a ‘base policy mix’ that could be considered a neutral stance across these ten asset classes. We then apply our fundamental and technical research to this base policy mix to express our directional perspective to each asset class in our model. This means that while we will always incorporate ten asset classes, we are not tied to a long only stance to these asset classes, and can in fact overweight cash. Our directional and opportunistic management mandate allows us to be short those asset classes most likely to seriously underperform while simultaneously being long those asset classes we believe can deliver superior risk adjusted returns. Our portfolios carry a much lower level of volatility and have produced higher rates of return than a portfolio consisting of just stocks, bonds, and cash.

An Alpha Fiduciary managed portfolio is truly that which an investor can establish, and with the exception of monitoring the monthly statements and online access provided to our clients by our custodial partners (Fidelity, Schwab), the investor can rest easy knowing that we are managing their wealth in our Dynamic, Tactical, Directional, and Opportunistic investment model.