Arthur Doglione, AIF®

Arthur is an industry veteran with more than 20 years of experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before establishing Alpha Fiduciary, Art was a Senior Vice President with Merrill Lynch where he built his practice to be the largest of Merrill Lynch’s Arizona territory.

Art founded Alpha Fiduciary in 2006 and has completed two acquisitions since then. The firm currently serves clients across many states as a fee-only Registered Investment Advisor (RIA).

As president, Art has assembled a team of experienced, credentialed professionals to fulfill its mission of helping clients achieve their optimum financial life. The firm’s approach combines prudent financial planning with an investment style which includes many low-cost “passive” investment solutions. The Investment Committee also seeks to enhance returns and diversification of its passive portfolio by adding a smaller number of carefully selected actively managed funds.

Art founded Alpha Fiduciary as a fiduciary advisory firm. This means it has a responsibility to its clients first and foremost.

In addition, Art has taught a six-week wealth management course at UCLA Extension several times. This coursework was designed to educate investors on business principles applied to the investment process. This in turn has provided investors a greater understanding of the key areas of risk and performance that can shape returns. This education is founded in Art’s fiduciary focus and desire to improve the quality of the individual investor’s investment decisions.