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Advisory Alpha-company

Advisory Alpha

  • credits last for Company size: 11-50
  • credits last for Investment Management
  • tablet Privately Held
  • map-pin United States
Employees 29

Advisory Alpha information

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans. Our philosophy is not to simply provide investment management services, but to provide partnership and counsel. We love what we do. And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors. Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns. Aside from our investment solutions, we found a significant need to promote effective communication to investors. We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today. Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011. The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.

Advisory Alpha industries

Investment Management

Employees

Greg Mayes
Greg Mayes investment advisor representative
Connor Gaffney
Connor Gaffney financial planning consultant
Zeb Steggerda
Zeb Steggerda portfolio data associate
Ellie Von Borstel
Ellie Von Borstel director of communications and design
Liz Skoglund
Liz Skoglund investment advisor representative
Jennifer Tagg
Jennifer Tagg compliance associate
Nick Heinrich
Nick Heinrich FINANCIAL PLANNING DIRECTOR
Nicole Janisse
Nicole Janisse portfolio data manager
Cameron Bass
Cameron Bass development specialist
Elijah Beckwith
Elijah Beckwith director - cx

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Frequently Asked Questions regarding Advisory Alpha

Where is Advisory Alpha located?
Advisory Alpha's headquarters are located at United States
What is Advisory Alpha’s official website?
Advisory Alpha's official website is http://www.advisoryalpha.com
How many employees do Advisory Alpha’s have?
Advisory Alpha's have 29 employees
What are Advisory Alpha's social media links?
Advisory Alpha's LinkedIn is https://www.linkedin.com/company/advisory-alpha

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