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The stock market lately has many investors wondering what to do. Large movements should usually occur only a few times a year, not every day.

Investors may see tragedy in the current downturn perhaps they should see opportunity.

If you noticed that your portfolio did not adequately track the market’s upside in 2019 or is performing poorly in the current volatile environment of 2020 (relative to the allocation of stocks in your portfolio), it might be due to poor positioning. That is, your portfolio might have been underweighted in assets that outperformed, overweight assets that underperformed–or worse, both!

There is a silver lining to this cloud.

While many people advise investors to stay put through market volatility, you may actually benefit from using this current downturn to position your assets so you can potentially perform better during a recovery.

Not only do you get to “rewind the clock” to stock values from many quarters ago and buy what you wish you had held up to now, but you can do so with a reduced tax hit on your sales. You might even get to “bank your losses” to make it less of a tax burden to rebalance in the future.

Whether or not you feel your portfolio was correctly managed and was performing as expected during a less stressful environment like 2019, we want to help you by guiding you to make decisions at this difficult time that may well pay big dividends in the future. We call this our “Second Opinion” portfolio review and we offer it free of charge.

While we won’t pretend to answer where the market will go tomorrow, next week, or even this quarter, we can help you use this difficult time to your best advantage.

The stock market lately has many investors wondering what to do. Large movements should usually occur only a few times a year, not every day.

Investors may see tragedy in the current downturn, perhaps they should see opportunity.

If you noticed that your portfolio did not adequately track the market’s upside in 2019 or is performing poorly in the current volatile environment of 2020 (relative to the allocation of stocks in your portfolio), it might be due to poor positioning. That is, your portfolio might have been underweighted in assets that outperformed, overweight assets that underperformed–or worse, both!

There is a silver lining to this cloud.

While many people advise investors to stay put through market volatility, you may actually benefit from using this current downturn to position your assets so you can potentially perform better during a recovery.

Not only do you get to “rewind the clock” to stock values from many quarters ago and buy what you wish you had held up to now, but you can do so with a reduced tax hit on your sales. You might even get to “bank your losses” to make it less of a tax burden to rebalance in the future.

Whether or not you feel your portfolio was correctly managed and was performing as expected during a less stressful environment like 2019, we want to help you by guiding you to make decisions at this difficult time that may well pay big dividends in the future. We call this our “Second Opinion” portfolio review and we offer it free of charge.

While we won’t pretend to answer where the market will go tomorrow, next week, or even this quarter, we can help you use this difficult time to your best advantage.

Unbiased

We are a fee-only firm. We accept no commissions, which means you’ll receive fiduciary advice centered on your financial goals and not driven by our compensation.

Client-Centered

We exist to serve you and your best interests. Our purpose is to fully understand what you would like to accomplish and then to solve your current work to solve.

Specialized Service

We aim to provide only the highest level of service to each of our clients. We specialize in serving high-net-worth clients and have years of experience in dealing with the unique needs of the wealthy.

Total Wealth Management

We don’t just manage your finances. We take the time to understand the complexities of your life so we can build comprehensive financial solutions that meet your goals and needs. We combine financial planning with investment advisory services and relationship management to offer you Total Wealth Management.

Our Mission

As a fee-only advisory firm, our mission is to understand the dynamics influencing our clients’ lives so we can guide them on their best path to accumulating, retaining, and transferring wealth. We do this by providing straightforward professional advice that aims to enhance overall quality of life.

We serve as fiduciary wealth advisors to our clients by organizing and simplifying families’ financial lives so they can focus on what matters most to them.

About Alpha Fiduciary

Alpha Fiduciary Logo

Alpha Fiduciary is a fee-only wealth management firm located in Phoenix, Arizona. Arthur Doglione founded the firm in 2006 to build on a distinguished career started at Merrill Lynch.

The word “fiduciary” in the name reflects our values of integrity, prudence, and sophistication that helped build the company. As a fiduciary, Alpha Fiduciary serves the client first and foremost, free of many conflicts associated with large brokerage firms.

“Alpha” in wealth management refers to how well a fund or investment is performing against a certain benchmark. However, alpha also refers to the value we add by stewarding the client’s wealth, providing financial planning solutions, helping clients address life issues affecting their wealth.

Our investment strategies blend low-cost ETFs and funds with carefully selected active strategies which our experienced investment committee feels will add value in a dynamic financial environment.