ARTHUR T. DOGLIONE HAS BEEN AWARDED THE PALADIN REGISTRY’S FIVE STAR DESIGNATION.
Sacramento, CA, October 11, 2010, Paladin announced that Arthur T. Doglione, founder of Alpha Fiduciary Generational Wealth Management, has been awarded the Registry’s Five Star quality designation for 2010.
The Paladin Registry (www.paladinregistry.com) is an independent firm that provides free education, search, and documentation services to investors who use the services of financial planners and advisors. The Registry awards its Five Star quality designation to professionals who meet its high minimum standards for credentials, ethics, and business practices. Less than 10% of practicing planners and advisors meet the Registry’s minimum standards.
Jack Waymire, Paladin founder and author of the highly regarded book Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (ISBN 0471476994, John Wiley & Sons, December, 2003) said “Registry services solve three major problems for investors who rely on planners and advisors to achieve their financial goals. First, it’s not easy for investors to find high quality advisors. Second, when they find advisors they may not know the right questions to ask to determine their quality. And third, they may not know good answers from bad ones. Consequently, millions of investors hire the wrong advisors for the wrong reasons and fire them within two years.” Waymire went on to say, “The Registry solves the quality problem by having the highest minimum standards in the financial services industry. Planners and advisors must complete a comprehensive questionnaire and score in the top 10% of their profession to be admitted to the Registry. In addition, they must be Registered Investment Advisors (RIAs) or Investment Advisor Representatives (IARs), acknowledge their fiduciary status, provide independent advice, and work for fees.”
Waymire confirmed that only a small percentage of practicing planners and advisors can meet the Registry’s strict requirements. He said “We focus on the top tier of professionals who are paid to help investors achieve their financial goals. We exclude the bottom 90% who are frequently paid commissions to sell investment and insurance products. Anyone who isn’t paid to help investors achieve their financial goals is a potential risk.” He added, “This risk exists because the financial services industry has no minimum standards for advisors. There are no education requirements, not even a high school diploma, and no experience requirements. In fact, 18 year olds and people with criminal records can obtain securities licenses. The combination of no standards and no disclosure requirements create a major risk for investors and the Paladin Registry is one of the few resources that help them avoid the risk.”
About Paladin Registry, LLC
Paladin is an information services company and not a financial services company. The Registry provides free public services to investors who use the services of financial planners and advisors. The four primary services are investor education, advisor search, advisor ratings, and advisor documentation.
Visit Paladin’s website at www.paladinregistry.com for additional information.
About Arthur Doglione
As President of Alpha Fiduciary generational wealth management, Art has assembled a team of top tier people at Alpha Fiduciary to execute on its mission of helping clients achieve their optimum financial life through prudent planning and the deployment of its Global Tactical Multi Asset Class Strategies.
Arthur is an industry veteran with more than 20 years experience working with high net worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Prior to establishing Alpha Fiduciary, Art was a Senior Vice President with Merrill Lynch where prior to leaving in November, 2006 had built his practice to be the largest of Merrill Lynch’s Arizona territory.
Arthur founded Alpha Fiduciary which serves its clients as a fee only Registered Investment Advisor (RIA). Alpha Fiduciary has responsibility to the client, i.e. we only serve one master!
In cooperation with some of the most successful institutional investors in the world, Arthur pioneered the development of Alpha Fiduciaries’ Global Tactical Multi Asset Class Strategies of investing. The GTMAC strategies serve as the platform basis for which Alpha Fiduciary has been successful in helping its clients achieve superior returns with lower total volatility.
Arthur writes a blog known for breaking down the overwhelming quantity of complex macro economic data in today’s new normal investment environment, into relevant risks and opportunities investors should focus on within their portfolio. You can find the blog on Alpha Fiduciary’s website at www.alphafiduciary.com.
Alpha Fiduciary welcomes Michael L. Shea to its team of seasoned executives
September 1, 2009
Alpha Fiduciary is pleased to welcome Michael L. Shea as its new Business Development Director, Michael brings a diversity of knowledge and talents to our exiting platform says Arthur T. Doglione president of Alpha Fiduciary. “The Alpha Fiduciary Modified Endowment Investment Model is both strategic and tactical, which is why I believe this investment process should be the core diversification foundation of any investment plan” says Michael Shea. Institutional investors are beginning to realize that their clients desperately need an alternative to the unacceptable volatility levels associated with a traditional stocks, bonds, and cash investment portfolio as to why Michael has chosen to lead Alpha Fiduciary into instituional channels.
Alpha Fiduciary generational wealth management has moved into its new state of the art corporate headquarters. “our new headquarters is located in Phoenix just off the Loop 101 and Scottsdale Rd. We have designed a space that incorporates technology that enhances our ability to perform at our peak for our clients. Our offices are secured with a keyless entry system and a camera system that records all activity 24/7. We take our privacy pledge to our clients seriously and have taken extensive measures to protect their data.”
The offices are designed to feel like a “home setting” including beautiful hardwood floors and plaster walls, and furnished with the quality you would expect to find in an upscale home.
We welcome our existing and future clients to tour our offices at any time.
Alpha Fiduciary has been named as an accredited business by the Arizona Better Business Bureau. See our report by clicking here.
