Alpha Capital Management
@alpha_capital_management_llc
Atlanta, Georgiahttp://www.alphacapitalmgmt.com Financial ServicesOverview
About Alpha Capital Management
Learn more about the services we offer to investors:
Consultant Search Services (CSS) - to assist institutions in searching for and selecting a new investment consultant or outsourced chief investment officer (OCIO) provider. Although governance best practices recommend a search process (commonly known as an RFP process) every 5-7 years, we find that many institutions put this off due to time and/or resource constraints.
Our Value Proposition:
• Run the entire search process from start to finish, including identifying firms, building a custom RFP, analyzing and evaluating RFP responses, coordinating and managing finals presentations, and assisting with formulating the final recommendation.
• Our team has experience on both sides of the table, having previous served as endowment directors, non-profit board members, and investment consultants.
• Significant time and resource savings for our partners while achieving a better final result.
Investment Advisory Services (IAS) - to assist investment advisors with their manager research, portfolio construction, portfolio optimization, model creation, quarterly newsletters and market outlooks.
Our Value Proposition:
• You maintain control of investment decisions but receive high-quality, independent advice.
• Institutionalized approach leads to a consistent process across multiple portfolios.
• Significant cost savings over hiring a CIO or full time research analyst.
• Access to Prospect Portfolio Analytics (PPA), which helps investment advisors analyze a prospect’s portfolio and close new business.
Consultant Search Services (CSS) - to assist institutions in searching for and selecting a new investment consultant or outsourced chief investment officer (OCIO) provider. Although governance best practices recommend a search process (commonly known as an RFP process) every 5-7 years, we find that many institutions put this off due to time and/or resource constraints.
Our Value Proposition:
• Run the entire search process from start to finish, including identifying firms, building a custom RFP, analyzing and evaluating RFP responses, coordinating and managing finals presentations, and assisting with formulating the final recommendation.
• Our team has experience on both sides of the table, having previous served as endowment directors, non-profit board members, and investment consultants.
• Significant time and resource savings for our partners while achieving a better final result.
Investment Advisory Services (IAS) - to assist investment advisors with their manager research, portfolio construction, portfolio optimization, model creation, quarterly newsletters and market outlooks.
Our Value Proposition:
• You maintain control of investment decisions but receive high-quality, independent advice.
• Institutionalized approach leads to a consistent process across multiple portfolios.
• Significant cost savings over hiring a CIO or full time research analyst.
• Access to Prospect Portfolio Analytics (PPA), which helps investment advisors analyze a prospect’s portfolio and close new business.