Alpha Fiduciary, Inc. (AF) is an SEC-registered investment adviser located in Phoenix, Arizona. AF and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which AF maintains clients. AF may only transact business in those states in which it is noticed filed or qualifies for an exemption or exclusion from registration requirements. AF’s Web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AF’s web site on the Internet should not be construed by any consumer and/or prospective client as AF’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AF with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of AF, please contact the SEC or the state securities regulators for those states in which AF maintains a notice filing. A copy of AF’s current written disclosure statement discussing AF’s business operations, services, and fees is available from AF upon written request. AF does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AF’s Web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Historical performance results for investment indices and/or categories may have been provided for general comparison purposes only and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee or the impact of taxes incurred, both of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings do or will correspond directly to any comparative indices.
Within this website, there may be material which contains certain hypothetical performance and portfolio information. No representation is made about the overall hypothetical portfolios or their suitability or potential benefits for any client or investor, and no advice or recommendation is given with respect to such hypothetical portfolios which are included for illustration purposes only. The hypothetical portfolios do not represent actual client or investment accounts. Hypothetical information, including hypothetical performance results, carries many inherent limitations. It is generally prepared with the benefit of hindsight, mat not involve financial risk or reflect actual trading or asset allocations for any portfolio, and may not reflect the impact that economic and market factors may have had on the manager’s or advisor’s investment decisions for that portfolio. In fact, there are frequently sharp differences between hypothetical results and the actual record subsequently achieved. No representation is made that such portfolio’s performance that such portfolio’s performance would have been the same as such hypothetical results had the portfolio been in existence during such time.