ALPHA-TECH INVESTMENTS, LLC

Overview

Alpha-Tech Investments, LLC operates as a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm runs a highly equity-weighted, discretionary mandate—exchange-traded equities are the dominant allocation—while retaining flexibility to use mutual funds and annuities where appropriate. Alpha-Tech does not position itself as an ESG-focused manager and is structured as an individual-owned limited liability company serving a compact client base. Its business model centers on percentage-of-AUM fees and hands-on portfolio management rather than large-scale institutional or pension consulting. The custodial relationship with Interactive Brokers suggests the firm emphasizes direct access to exchange-listed securities and ETFs, allowing for low-cost, liquid implementations and access to a broad range of listed instruments. Given the firm’s scale, client relationships are likely personalized and execution-driven, with allocations tailored to individual objectives and liquidity needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices