Advisory Alpha
Investment Management
42 employees
- Employees
- 42
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Advisory Alpha Overview
- Phone Number
- Available in AeroLeads
- Website
- advisoryalpha.com
- Industry
- Investment Management
- Employees
- 42
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Advisory Alpha
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 Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Advisory Alpha Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Elijah Beckwith | Director, Cx @ Advisory Alpha | Holland, Michigan, United States |
Email
Phone
|
| Brad Jacobs | Advisor Consultant | Byron Center, Michigan, United States |
Email
|
| James Mccusker | Senior Managing Director, Alpha | Fairfield, Connecticut, United States |
Email
Phone
|
| Michael F. | Managing Partner - Blue Terra | Meridian, Idaho, United States |
View
|
Employees by Management Level
Individual contributor
9 profiles
Associate / junior
5 profiles
Director
4 profiles
Executive
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 2 |
| Executive | 3 | 3 | 2 |
| IT | 1 | 1 | 1 |
| Legal | 1 | 1 | 0 |
Advisory Alpha Tech Stack
Data / AI
1 profile
Engineering
1 profile
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