Alpha Investment Management, Inc.

Overview

Alpha Investment Management, Inc. is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. Investment activity centers on liquid equity exposure delivered through exchange-traded instruments, supplemented by mutual funds and targeted allocations to alternative strategies. The firm charges either a percentage of assets under management or fixed fees and serves both individual & family and institutional clients. It does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator — instead it relies on third-party vehicles and external managers for non-core exposures. Risk and allocation preferences tilt toward equities as the primary return engine, with alternatives used to broaden diversification and add income or inflation-sensitive exposure. Given the firm’s size and the single-office footprint, its approach emphasizes tradable, liquid instruments well suited to discretionary management and efficient portfolio rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices