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Alpha Advisors, LLC

Overview:

Prudent. Protective. Accountable.

These three simple words are the foundation of our commitment to each and every one of our clients, no matter how large or small. We endeavor to put ourselves in the place of our clients and treat their assets as if they were our own. You invest for security; not worry—and you want confidence in your investment firm. These three words reflect our commitment to all of our clients and the character of our work on your behalf.
Prudent - We exercise sound judgment.

Together, we’ll look at what you want to invest and what you need from your investments. We’ll work with you to identify the amount of risk you’re comfortable with. Our job is to find the right mix for your investment dollars—and we will. We partner with specialized asset managers who have historically outperformed their peers to create for you a well managed portfolio. It’s a hands-on approach that ensures your assets are protected and well-managed.

A comprehensive approach

The Uniform Prudent Investor Act and similar state acts govern certain types of investing in more than 40 states—we adhere to the general precepts of these acts by:

   Diversifying assets to the specific risk/return profile of our clients.
   Employing specialized and experienced money managers to invest client assets.
   Monitoring the work of our chosen money managers, regularly reviewing our investment strategies, and documenting and communicating our work on a regular basis with our clients.

Protective - We serve your interests.

You get sound investment strategies with clear fees; we are both independent and objective. When we say our investment advice is independent, it's because we’re not part of or beholden to any brokerage firm, and we don’t accept commissions or product placement bonuses. Our fee-only compensation structure ensures that our interests are aligned with yours—as you make money, our firm makes money.

   We are an investment fiduciary acting on behalf of our clients in their best interest.
   We avoid conflicts of interest. Our firm’s income is based solely on client fees, not third-party incentives or revenue sharing.
   We provide ongoing management services to assets that are entrusted to our care.
   We seek to provide our clients with competent, competitive and investor-friendly custodians, traders and managers.
   Four documents are used to govern the management of client relationships and provide clients with expectations about the services to be received and investment strategies to be employed in their accounts.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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