Investment Strategies

Alpha Fiduciary strives to manage risk in portfolios while seeking to position them for appropriate growth based on our clients’ personal and financial goals.

In addition to customized portfolios, we offer the Global Tactical Multi-Asset Class Strategies (GTMACS) and the Tactical Alpha Allocation Strategies (TAAS). GTMACS diversify across asset classes and may move opportunistically or defensively in an attempt to smooth investment performance.  The TAAS approaches seek to outperform their relative benchmarks primarily by adjusting risk exposures in light of professional forecasts and Investment Committee guidance.

Even when using a model, we maintain the flexibility and sophistication to manage around your legacy holdings and concentrated/restricted stock positions withing your total investment approach.